Robert Darragh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Eagan, MN, with 33 years of industry experience. Robert 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
2600 Eagan Woods Dr, Ste #455, Eagan, MN, 55121
Get directionsHistory
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 Activities
Robert is a notary since 2010, dedicating minimal time to this activity. He also has a DBA, Sage Beacon Wealth Management, since 2012, and Robert J Darragh CFP LLC for accounting purposes since 2014.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
Mony Securities CORP.Broker
State Registrations32 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
More Advisors
- Donald Rosen, CFPLPL Financial LLC
- Nicholas Andresen, CFPLPL Financial LLC
- Jill ArbogastLPL Financial LLC
- Brian Schaap, CFPLPL Financial LLC
- Jacob Pleschourt, CFPLPL Financial LLC
- Matthew Kerber, CFP, ChFCLPL Financial LLC