David Perry is a registered investment advisor at LPL Financial LLC, based in Seal Beach, CA, with 41 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
12501 Seal Beach Blvd Ste 255, Seal Beach, CA, 90740-2755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates under the DBAs Only Wealth Management Group and Perry Wealth Management. He also handles tax preparation for existing clients, owns rental real estate, and manages Perry Wealth Holdings, LLC for tax/investment purposes, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations37 states
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