Douglas Fair
Douglas Fair is a registered investment advisor at LPL Financial LLC, based in Moorpark, CA, with 34 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
Moorpark, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas owns Your Money Coach Financial Services, a registered investment advisory firm, since 2004. He is also an agent for accident & health, life, and variable insurance, and the president of the Buttercreek Estates homeowner association since 2001.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Your Money Coach Financial Services
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West Group
Financial West GroupBroker
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.