David Grabner
David Grabner is a registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 38 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
1301 York Rd, Ste 205, Lutherville, MD, 21093
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Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
David operates Grabner Financial as a DBA for his LPL business, dedicating about 10-20% of his time to it. He also owns Halifax Boys, a farm, and The H.P. Executive Group, LLC, a real estate rental business, and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.