Taggert Kelly
Taggert Kelly is a registered investment advisor at LPL Financial LLC, based in Spring Lake, MI, with 30 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
17218 Van Wagoner Rd, Spring Lake, MI, 49456
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Taggert is involved in several business activities, including real estate rentals and ownership of Edge Sports and Ortho Edge. He also spends about half his time on Great Lakes Financial Planning Group, LLC, his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Pruco Securities, LLC.Broker
State Registrations27 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.