David Fowler is a registered investment advisor at LPL Financial LLC, based in Salisbury, MA, with 33 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
191 Elm Street Suite 8, Salisbury, MA, 01952
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
David is the owner of Greenstone Financial Group LLC, where he provides securities and investment advisory services full-time. He is also a musician in a band, Third Man High, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Fis Securities, INC.Broker
Mds Securities IncorporatedBroker
Mds Securities IncorporatedBroker
Shawmut Brokerage, 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.