Frank Davidson
Frank Davidson is a registered investment advisor at LPL Financial LLC, based in White Plains, NY, 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
470 Mamaronek Avenue, Suite 306, White Plains, NY, 10605
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Frank is the executor of the Steven Davidson Estate, dedicating about 10-20% of his time. He also sells non-variable life insurance products as an agent, taking about half of his time, and has been involved in life insurance sales since 2000, representing 50% of his business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Bear, Stearns & CO. INC.Broker
Alliance Fund Distributors, INC.Broker
State Registrations6 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.