Donald Barrett is a registered investment advisor at LPL Financial LLC, based in Kent, OH, 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
117 South Water St, Kent, OH, 44240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald operates under the DBA Barrett Financial Group for his LPL business. He also owns two rental real estate properties, dedicating about 10-20% of his time to one and minimal time to the other.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Wheat, First Securities, INC.Broker
State Registrations14 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.