David Neterer
David Neterer is a registered investment advisor at LPL Financial LLC, based in Hagerstown, MD, with 31 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
1825 Howell Rd Ste 5, Hagerstown, MD, 21740-6612
Get directionsHistory
Regulatory History (1)
Criminal
July 1989Other Business ActivitiesSells Insurance
David is a third-party administrator for municipal pension plans, owns rental real estate, operates under several DBAs for his LPL business, works as an insurance agent, and is involved with Waynesboro Economy Tax, LLC. He dedicates minimal time to most of these activities, with a few hours per week spent on non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Mercantile Brokerage Services, INC.
Mercantile Brokerage Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Allegheny Investments, LTD.Broker
State Registrations35 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.