Glen Starr is a registered investment advisor at LPL Financial LLC, based in Conroe, TX, 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
101 Simonton St, Conroe, TX, 77301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glen operates under several DBAs for his LPL business, including Starr Financial Group, Starr Financial, LLC, and Scott Strategic Investments, dedicating a significant amount of time to these investment-related activities. He also co-owns Ruler Revolution, a quilting product business, and engages in ranching and farming, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations7 states
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