DE
DE

Duane Easter

18 Years of Experience
Eatonton, GA
BrokerSells Insurance

Duane Easter is a registered investment advisor at LPL Financial LLC, based in Eatonton, GA, with 18 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

994 Milledgeville Rd Ste A, Eatonton, GA, 31024

Get directions

History

Regulatory History
Clean regulatory record

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

Duane operates Veritas Advisers, LLC as a DBA for his LPL business and co-owns Easter Family Tree Farm, handling timber management. He also works as a non-variable insurance agent, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2022 - September 2022 · 4 mos
Kestra Investment Services, LLCBroker
May 2022 - September 2022 · 4 mos
Concourse Financial Group Advisors
July 2008 - May 2022 · 13 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
August 2007 - May 2022 · 14 yrs 9 mos
State Registrations14 states
ALCOFLGAHIILLAMONCOHSCTXVAWI
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.