David Reasoner
David Reasoner is a registered investment advisor at LPL Financial LLC, based in Orange, CA, with 44 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
500 N State College Blvd, Ste 1100, Orange, CA, 92868
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David runs his insurance business through Back Nine Insurance, dedicating minimal time. He also operates The Reasoner Group/dba Centurion Wealth Advisors for tax/investment purposes and Centurion Wealth Advisors as a DBA for his LPL business, each requiring a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cooper Mcmanus
Securities America Advisors, INC.
Securities America, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations15 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.