Douglas Lilly is a registered investment advisor at LPL Financial LLC, based in Deer Park, WA, 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
102 W Crawford St, Deer Park, WA, 99006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas operates Lifeworks Private Wealth as a DBA for his LPL business and owns a plant nursery called Lilly Greenhouse/Lilly Creek Farms, dedicating a few hours per week to the nursery. He also owns rental real estate and acts in a fiduciary capacity for the Estate of Alice Blackwell, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations18 states
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