David Crossan
David Crossan is a registered investment advisor at LPL Financial LLC, based in Manchester, NJ, 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
2915 Ridgeway Rd Suite B, Manchester, NJ, 08759
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2022Customer Dispute
May 2009Other Business ActivitiesSells Insurance
David operates Shoreline Wealth Management as a DBA for his LPL business and owns rental real estate. He is also the President of Shoreline Insurance Solutions and the Owner/President of Lighthouse Medicare Solutions, both insurance agencies, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
State Registrations22 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.