Darren Morgan
Darren Morgan is a registered investment advisor at LPL Financial LLC, based in North Olmsted, OH, with 31 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
28906 Lorain Rd Ste 202, North Olmsted, OH, 44070
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darren is an insurance agent selling fixed and variable life and annuity products since 1993, dedicating about 5% of his time. He also owns Full Cycle Publishing, DarrenMorganAsset Management, West Cleveland Properties LLC, and rental property, and is the owner/advisor of Three Oaks Wealth Advisors, taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations19 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.