Jack Dunnigan is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 5 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
215 West Oak Street Suite 720, Fort Collins, CO, 80521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jack operates under two DBAs for his LPL business: Dunnigan Financial Planning and Dunnigan Financial Group, dedicating full-time hours to securities trading. He also owns Penny Properties, a real estate rental business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
LPL Financial LLC
State Registrations53 states
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