DP
DP

Don Parkhill

27 Years of Experience
Columbus, OH
Broker

Don Parkhill is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7650 Rivers Edge Dr Ste 100, Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Don operates under the DBA Bluestone Wealth Partners for his LPL business since 2018. He is also a notary public since 1984.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
August 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2000 - August 2021 · 21 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
January 2000 - August 2021 · 21 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 2000 - June 2006 · 6 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
June 1998 - December 1999 · 1 yr 6 mos
State Registrations6 states
COFLKYOHORTX
AdvisorBrokerBoth

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
No exam information available for this advisor.