EG
EG

Eugene Garner

21 Years of Experience
Delmar, DE
2 DisclosuresBrokerSells Insurance

Eugene Garner is a registered investment advisor at LPL Financial LLC, based in Delmar, DE, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

Delmar, DE

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2022
Settled
Criminal
December 1978
Final Disposition
Other Business ActivitiesSells Insurance

Eugene is involved with Garner Group Financial.com, focusing on non-variable insurance. This activity takes a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
November 2022 - May 2025 · 2 yrs 6 mos
Grove Point Investments, LLCBroker
November 2022 - May 2025 · 2 yrs 6 mos
Spirit of America Management CORP
April 2018 - November 2022 · 4 yrs 7 mos
David Lerner Associates, INC.Broker
February 2005 - November 2022 · 17 yrs 9 mos
State Registrations14 states
CADEFLGAIDMDMINCNJNYPASCTNTX
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.