David Crouse is a registered investment advisor at LPL Financial LLC, based in Lewes, DE, with 36 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
33322 E Chesapeake St Unit 47, Lewes, DE, 19958
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates Sussex Wealth Partners and Momentum Wealth Partners, both DBAs for his LPL business. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
Gna Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations14 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.