Don Silk is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester, NH, with 33 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
133 Brock St, Rochester, NH, 03867
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Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Don sells non-variable insurance products, including life insurance, fixed annuities, and long-term care insurance, dedicating minimal time to this. He is also a registered investment advisor with Northeast Planning Associates, spending minimal time providing financial planning services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations28 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.