Milton Doremus
Milton Doremus is a registered investment advisor at LPL Financial LLC, based in Houston, 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
14511 Old Katy Rd. Suite 250, Houston, TX, 77079
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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
Milton is an agent selling life insurance, long-term care insurance, and fixed indexed annuities through Oxford Lane Partners LLC, dedicating about 10-20% of his time. He also operates Freedom Wealth Management Group as a DBA for his LPL business and uses Oxford Lane Partners LLC as a business entity for tax/investment purposes, spending about a quarter of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
C C F Investments, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations11 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.