Craig Conner is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Greeley, CO, with 17 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1711 61st Avenue, Suite 200, Greeley, CO, 80634
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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 Activities
Craig operates his LPL business under the DBA Legacy Premier Wealth Management, dedicating about 10-20% of his time. He also uses Legacy Holdings, Inc. as a business entity for tax and investment purposes, also spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations33 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.
Exams
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