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Advisors / California / El Dorado Hills
21yrs

Dexter Loo

Financial advisor at LPL Financial

Dexter Loo has worked in the financial industry for 21 years and is a fiduciary financial advisor based in El Dorado Hills, California. After a year at Associated Securities and a year at Associated Planners Investment Advisory, Dexter joined LPL Financial in 2009, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 134 advisors with offices in El Dorado Hills, and one of 119 fiduciaries.

El Dorado Hills, CAFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors nationwide
OfficeEl Dorado Hills, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2009 – now
    LPL Financial LLCCurrent firm
  2. Dec 2008 – Sep 2009
    Associated Securities Corp.Previously
  3. Dec 2008 – Oct 2009
    Associated Planners Investment Advisory Inc.Previously
  4. Jul 2008 – Dec 2008
    FSC Securities CorporationPreviously

Questions to ask Dexter

Tailored to Dexter’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Dexter

How do I contact Dexter?

Call LPL Financial at (704) 733-3300 and ask for Dexter Loo. Dexter works from the El Dorado Hills, CA office.

How long has Dexter been a financial advisor?

Dexter has been in the industry since 2006, about 21 years. More experience than 63% of advisors nationwide.

What licenses does Dexter hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Dexter a fiduciary?

Dexter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dexter paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dexter for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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