Annette Mctaggart
Annette Mctaggart is a CFP-designated registered investment advisor at LPL Financial LLC, based in Saginaw, MI, with 23 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
3126 Davenport, Saginaw, MI, 48602
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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
Annette has several outside business activities, including McDonald Financial Services, non-variable insurance sales, and McDonald & Associates CPA PC. She also owns a construction equipment rental company, real estate rental property, and two business entities for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC.Broker
State Registrations3 states
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