David Vanmeter is a registered investment advisor at LPL Financial LLC, based in Palatine Bridge, NY, with 17 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
59 W Grand Street, Palatine Bridge, NY, 13428
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Regulatory History
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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David is involved in several business activities, including Vanmeter Tax Service Inc., Vanmeter & Vanmeter LLC (investment and tax preparation), City of Little Falls planning board, Vanmeter Property Partners (real estate), and Parhedros Corporation (software). Vanmeter & Vanmeter LLC takes nearly full-time hours, Vanmeter Tax Service takes about 10-20% of his time, Vanmeter Property Partners takes a few hours per week, and the other two take minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations11 states
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