Jeff Dargatz is a registered investment advisor at LPL Financial LLC, based in Mckinney, TX, with 29 years of industry experience. Jeff is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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