Deonna Osborn is a registered investment advisor at LPL Financial LLC, based in Garland, TX, with 22 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
331 North 5th Street Suite 100, Garland, TX, 75040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deonna works full-time at Fulfer and Associates, Inc. doing tax preparation, accounting, and CPA work, and has been there since 2010. She also spends a few hours per week at Fulfer and Associates, Inc. since 2003 and a few hours per week as a business owner of WRITING THE DREAM since 2017.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
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.