Donald Clark is a registered investment advisor at LPL Financial LLC, based in Glenview, IL, with 27 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
99 Waukegan Road, Glenview, IL, 60025
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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.
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Donald is affiliated with Wintrust Investments as a DBA for LPL business, dedicating nearly full-time hours to this investment-related activity. He also serves as a board member for the Bank Insurance and Securities Association and YMCA Family Camp Nawakwa, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments LLCBroker
Wintrust Investments
Alton Securities Group INC.Broker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Citicorp Investment ServicesBroker
Investment Network, INC.Broker
Fortis Investors, INC.Broker
State Registrations3 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.