David Muilenberg
David Muilenberg is a registered investment advisor at LPL Financial LLC, based in Naples, FL, 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
Naples, FL
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Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
David has a non-variable insurance DBA called Discovery Financial since 2003. He also has interests in Two Men and a Trademark, LLC, DNA Investment Properties, LLC, and a real estate rental business, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England SecuritiesBroker
State Registrations27 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.