Pedro Dager is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 16 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
99 West Washington Street, Chicago, IL, 60602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pedro operates under the DBA BMO Investment Services for his LPL business. He also owns Compost for Life, LLC, dedicating a few hours per week, and PD Three, LLC, a real estate rental business, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations22 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.