Larry Boggs
Larry Boggs is a registered investment advisor at LPL Financial LLC, based in Cumberland, MD, with 52 years of industry experience. Larry 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
29 N Liberty St, Cumberland, MD, 21502
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
June 2007Other Business Activities
Larry operates Boggs & Company Wealth Management as a DBA for his LPL business and owns real estate rental property since 1990. He also has several business entities (LS Project LLC, Wako LLC, BHW, LLC) for tax/investment purposes and is a business owner of two other entities, all of which require minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Wells Fargo Clearing Services, LLC
Butcher & Singer INC.Broker
State Registrations41 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
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