Larry Boggs is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 51 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
4707 Executive Dr, San Diego, CA, 92121-3091
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.