Lpl Financial LLC

Investment Advisor
in Dallas, TX
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About this Advisor

Douglas Heagren is a certified financial planner based in Dallas, Texas, with 13 years in the industry. Heagren is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Lpl Financial LLC and 360 Wealth Management, LLC. Heagren maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Texas and Minnesota. Lpl Financial LLC is an advisory firm that has its headquarters in Dallas, Texas. It has offices in 8,011 locations and a total of 22,703 employees. It oversees $153 billion in total assets among its 680,466 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on the financial services provided. Fees charged by Lpl Financial LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

17300 Dallas Pkwy Ste 2065
Dallas, TX 75248-1139

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


TX Average: $16,012,751,954
Total Number of Employees


TX Average: 118
Total Number of Accounts


TX Average: 4,567
Average Account Size


TX Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Douglas Heagren Work History

Douglas has 13 years of experience.

2014 - Present (5 years)

360 Wealth Management, LLC

2011 - Present (8 years)

Lpl Financial LLC

2005 - 2011 (6 years)

Ameriprise Financial Services, Inc


Douglas Heagren has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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