David Jackson
David Jackson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westwood, KS, with 30 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
1900 W 47th Pl Ste 320, Westwood, KS, 66205
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
David operates Modern Horizons Wealth Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in real estate rental activities and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations12 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.