Jeff Dargatz is a registered investment advisor at LPL Financial LLC, based in Mckinney, TX, 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
7300 State Hwy 121 Ste 300, Mckinney, TX, 75070
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Jeff operates Texas Private Wealth Advisors, LLC as a DBA for his LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLC
LPL Financial LLCBroker
Southwest Securities, INC.
Southwest Securities, INC.Broker
Mydiscountbroker.comBroker
Southwest Securities, INC.Broker
State Registrations10 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.