Darel Crosby is a registered investment advisor at LPL Financial LLC, based in Sandy, UT, 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
735 E 9000 S. Suite 200, Sandy, UT, 84094
Get directionsHistory
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
Darel is an agent at Crosby Retirement Planning, LLC, selling insurance products including fixed annuities, life, and long-term care, dedicating about 10-20% of his time. Darel is also the owner of Crosby Retirement Planning, dedicating nearly full-time hours to investments, planning, and insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Financial Network Investment CorporationBroker
National Planning CorporationBroker
Mony Securities CorporationBroker
State Registrations9 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.