Dexter Phillips is a registered investment advisor at LPL Financial LLC, based in New Brighton, MN, with 28 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
708 Cleveland Ave SW Suite 200, New Brighton, MN, 55112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dexter owns rental real estate and coaches at STMA Middle School, dedicating about a third of his time to coaching. He also operates Phillips Wealth Management as a DBA for his LPL business, which takes up all of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Financial Dimensions Group, INC.
Financial Dimensions Group, INC.
Osaic Wealth, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Tcf Securities, INC.Broker
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.