David Dulude is a registered investment advisor at LPL Financial LLC, based in Livonia, MI, 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
37799 Professional Center Drive, Suite #108, Livonia, MI, 48154
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Regulatory History (1)
Criminal
October 1971Other Business Activities
David is involved in tax preparation, accounting, and CPA services since 1983. This takes about a quarter of his time overall, and about 10-20% of his time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Mutual Service CorporationBroker
Pennsylvania Securities CompanyBroker
State Registrations6 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.