Perry Dougherty
Perry Dougherty is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4611 Bluebonnet Blvd, Ste A, Baton Rouge, LA, 70809
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Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Perry is involved in non-variable insurance sales since 2005 and sells insurance through LDF Insurance Agency, LLC, dedicating minimal time to this activity. Perry also owns an office condo for real estate rental, spending minimal time on it, and operates under DBAs for his LPL business, spending nearly full-time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations22 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.