Roger Linder is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plano, TX, with 29 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
5048 Tennyson Parkway Ste 250, Plano, TX, 75024
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Regulatory History (1)
Criminal
February 1984Other Business Activities
Roger operates SKS Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
Gunnallen Financial, INCBroker
Oxford Financial GroupBroker
W. S. Griffith & CO., INC.Broker
American General Securities IncorporatedBroker
State Registrations6 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.