Dorne Hall is a registered investment advisor at LPL Financial LLC, based in Lehi, UT, with 36 years of industry experience. Dorne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2975 Executive Pkwy, Ste 240, Lehi, UT, 84048
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2011Customer Dispute
March 2002Other Business Activities
Dorne is involved with Boxfin Financial since 2021 and Halls of Glory, Inc. since 2019. Dorne also uses DH Planning as a DBA for their LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Esi Financial Advisors
Equity Services, INC.Broker
Financial Network Investment CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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