David Schilling
David Schilling is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Amherst, NY, with 43 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
200 John James Audubon Pkwy, Ste 100, Amherst, NY, 14228
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
David operates his LPL business through Wealth Management Group & Associates, dedicating full-time hours. He also engages in non-variable insurance activities and real estate rental, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metlife Investors Distribution CompanyBroker
Msi Financial Services, INC.
Metlife Securities, INCBroker
Metropolitan Life Insurance CompanyBroker
Home Life Insurance CompanyBroker
Island Planning CORP. of AmericaBroker
Ws Griffith Securities, INC.Broker
State Registrations21 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.