Dahvia Doring is a registered investment advisor at LPL Financial LLC, based in Troy, NY, with 10 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
21 Second St, Troy, NY, 12180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dahvia works as a Branch Financial Professional at Pioneer Bank since 2006, dedicating full-time hours. She also has a DBA for LPL business, is a Notary Public, and has seasonal employment at Target.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
State Registrations4 states
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