Taylor Dance is a registered investment advisor at LPL Financial LLC, based in San Rafael, CA, with 12 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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.
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Taylor is involved with several entities related to investment advisory services through Global Retirement Partners, LLC, including T.B. Dance Financial Inc., GBS Retire, and Leavitt Retirement Partners (West). Taylor spends nearly full-time on GBS Retire and a few hours per week on Leavitt Retirement Partners.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Onedigital Investment Advisors
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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