David Korff
David Korff is a registered investment advisor at LPL Financial LLC, based in Marlborough, MA, with 37 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
256 Maple St, Marlborough, MA, 01752
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1991Other Business Activities
David operates Avidia Investment Services and Korff Investment Services as DBAs for his LPL business. He spends full-time hours on these activities, with a significant portion during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations7 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.