David Gore is a registered investment advisor at LPL Financial LLC, based in Tualatin, OR, with 42 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8100 SW Nyberg Road Ste 295, 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 LLC
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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