David Yonker
David Yonker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 39 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
Lubbock, TX
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Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
David is involved with Dollar Sense, Inc. selling non-variable insurance since 1999, and also under a DBA since 2012, dedicating nearly full-time hours to insurance sales including life and fixed annuities. David also owns rental real estate and is considering leasing land for oil and gas purposes, but spends no time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
Centennial Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations13 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.