David Brunelle
David Brunelle is a registered investment advisor at LPL Financial LLC, based in Worcester, MA, 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
1 Mercantile St Ste 530, Worcester, MA, 01608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates North Pointe Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as an agent selling fixed life and annuities and is the Chairman of the Board for Berkshire Hills Bancorp, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Robert Thomas Securities, INCBroker
Legg Mason Wood Walker, IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations18 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.