Douglas Armey is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, 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
7170 N Financial Dr Ste 102, Fresno, CA, 93720-2935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is involved in personal real estate rental investments since 2008, dedicating about 10-20% of his time. He also operates Armey, Bushey and Associates Wealth Management as a DBA for his LPL business and Armey Financial Services, Inc. for tax/investment purposes, spending nearly full-time hours on securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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