David Coulter
David Coulter is a registered investment advisor at LPL Financial LLC, based in Bremerton, WA, with 27 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
3129 Greenmont Ln Nw, Bremerton, WA, 98312
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2005Regulatory
November 2003Customer Dispute
January 2001Other Business ActivitiesSells Insurance
David sells fixed annuities, life and disability insurance, Medicare, and long-term care insurance, dedicating a few hours per week to this activity. He also has a business entity for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Spc
Sigma Financial CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations8 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.