David Sever is a registered investment advisor at LPL Financial LLC, based in Lexington, KY, with 34 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
100 E Vine St Ste 505, Lexington, KY, 40507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is doing business as Community Trust Financial Services and is on the executive committee for Community Trust & Investment Company. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Mds Securities IncorporatedBroker
Compulife Investor Services, INC.Broker
National City Investments CorporationBroker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
State Registrations9 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.