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FD
CFP · ChFC
FD
CFP · ChFC

Frank Dogger

LPL Financial LLC
47 Years of Experience
Lancaster, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Frank Dogger is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lancaster, PA, with 47 years of industry experience. Frank 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1525 Oregon Pike, Suite 1902, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Frank is doing business as Lancaster Financial Group, LLC, dedicating full-time hours to this LPL business. He also owns rental real estate and another business, and sells non-variable insurance, spending a few hours per week on each.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
May 2021 - March 2025 · 3 yrs 10 mos
The Investment Center, INC.Broker
May 2021 - March 2025 · 3 yrs 10 mos
Cadaret Grant & CO INC
February 2007 - May 2021 · 14 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
February 2000 - May 2021 · 21 yrs 3 mos
Mony Securities CorporationBroker
July 1979 - April 2000 · 20 yrs 9 mos
The Mutual Life Insurance Company of New YorkBroker
July 1979 - October 1990 · 11 yrs 3 mos
State Registrations30 states
AKALARCACOCTDCDEFLGAILINMAMDMEMIMOMSNCNJNVNYOHORPASCTXUTVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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