David Gore is a registered investment advisor at LPL Financial LLC, based in Tualatin, OR, with 42 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
8100 SW Nyberg Road Ste 320, Tualatin, OR, 97062
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2017Other Business Activities
David operates under the DBAs Gore Financial (since 2009) and Constellation Financial, LLC (since 2011). These appear to be related to his financial advisory business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
A. G. Edwards & Sons, INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Evans Llewellyn Securities, INC.Broker
State Registrations31 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.