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Angela Dillon

LPL Financial LLC
21 Years of Experience
Ashland, OR
Broker
View SEC Summary
View SEC Summary

Angela Dillon is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ashland, OR, with 21 years of industry experience. Angela 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

108 East Hersey Suite 3, Ashland, OR, 97520

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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

Angela is the CEO of S.I.S. Corporation, a support company, but spends minimal time on it. She also volunteers as Co-VP of operations for Soroptomist International, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - October 2025 · 16 yrs 9 mos
Raymond James Financial Services
November 2007 - January 2009 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
October 2004 - October 2025 · 21 yrs
State Registrations10 states
AZCACOFLIDMOMTNCORWA
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.
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