David Laughlin
David Laughlin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Clarksville, IN, with 32 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
501 E Lewis and Clark Pkwy, Clarksville, IN, 47129
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
David operates First Savings Wealth Management as a DBA for his LPL business, dedicating 100% of his time to it. He is also an agent for non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Ffp Securities, INC.Broker
PNC Brokerage CORPBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.