David Lesnick
David Lesnick is a registered investment advisor at LPL Financial LLC, based in Glendale, AZ, 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
7075 W Bell Road, Suite 8, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
David owns Sound Advice Financial Planning, where he sells fixed annuities and life insurance products, dedicating about 10-20% of his time. He is also a member of BNI, the owner of Critical Financial Education, and the owner of Dimona.biz, spending minimal time on each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Investment Advisors
Proequities, INC.Broker
Aragon Financial Services, INC.Broker
Waddell & Reed, 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.