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David Bedard

LPL Financial LLC
39 Years of Experience
Lemoyne, PA
2 DisclosuresBroker
View SEC Summary
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David Bedard is a registered investment advisor at LPL Financial LLC, based in Lemoyne, PA, with 39 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lemoyne, PA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2005
Closed-No Action
Customer Dispute
August 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
June 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
June 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
January 2021 - July 2024 · 3 yrs 6 mos
Morgan StanleyBroker
January 2021 - July 2024 · 3 yrs 6 mos
Ameriprise Financial Services, LLC.
March 2012 - January 2021 · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
March 2012 - January 2021 · 8 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - February 2001 · 13 yrs 5 mos
State Registrations26 states
ALAZCACOCTDEFLGAHIKYMDMNMONCNJNVNYOHOKPARISCTNTXVAWI
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.
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