Douglas Heil
Douglas Heil is a registered investment advisor at LPL Financial LLC, based in Flemington, NJ, with 35 years of industry experience. Douglas 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
260 Hwy 202-31 N Ste 700, Flemington, NJ, 08822
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Douglas operates under the DBA Doug K Heil & Associates for his LPL business and is also involved in tax preparation through DKH Tax Professionals LLC, dedicating about a quarter of his time to the latter. Additionally, Douglas is a real estate rental partner and a non-variable insurance producer, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Investment Advisors & Consultants, INC.Broker
Tfs Securities, INC.Broker
State Registrations29 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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