DR
CFP · ChFC
DR
CFP · ChFC

David Reiniger

41 Years of Experience
Westerville, OH
BrokerSells Insurance

David Reiniger is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Westerville, OH, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1001 Eastwind Drive, Suite 202, Westerville, OH, 43081

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David sells non-variable insurance products, including health, life, and fixed annuities, since 2001. He also manages a family limited partnership, serves as an officer for his condo association (minimal time commitment), operates his LPL business through Reiniger & Associates, LLC (full-time), and owns rental real estate properties (minimal time commitment).

Employment History
Current Registrations
LPL Financial LLC
July 2000 - Present · 25 yrs 10 mos
LPL Financial LLCBroker
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
MML Investors Services, INC.Broker
March 1996 - June 2000 · 4 yrs 3 mos
G. R. Phelps & CO., INC.Broker
October 1989 - March 1996 · 6 yrs 5 mos
Nylife Securities INC.Broker
January 1985 - October 1989 · 4 yrs 9 mos
State Registrations14 states
AZCAFLGAILMAMINCNEOHPATNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
David Reiniger - Financial Advisor | TrueAdvisor