Clinton Dosio is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Augustine, FL, with 14 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
205 Seven Doors Ln, St. Augustine, FL, 32095
Get directionsHistory
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 Activities
Clinton owns Renaissance of Jiu Jitsu LLC, a for-profit Jiu Jitsu academy, and dedicates about 10-20% of his time to it. He also works as a worship leader at Crosswater Community Church and as a public adjuster for Beaches Public Adjusters and Clint Dosio Public Adjusting LLC, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.