Dagan Sharpe
Dagan Sharpe is a registered investment advisor at LPL Financial LLC, based in Augusta, GA, with 24 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
7 George C Wilson Ct, Augusta, GA, 30909-6593
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dagan is an author since 2007 and operates his LPL business under the DBA Queensborough Investments. He also works full-time at Queensborough National Bank and Trust and spends about a quarter of his time as an Insurance Agency Supervisor at Queensborough Insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Quest Capital Strategies, INC.Broker
MML Investors Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.