David Wimer is a CFA-designated registered investment advisor at LPL Financial LLC, based in Grangeville, ID, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
217 E Main St, Grangeville, ID, 83530
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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 Activities
David operates Apex Investment Advisors as a DBA for his LPL business. He also owns Wimer & Associates, Inc. for tax/investment purposes and Buy-The-Way, LLC for real estate rentals, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ek Riley Investments, LLC
Ek Riley Investments, LLC
Ek Riley Advisors, LLC
Ek Riley Investments, LLCBroker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Ragen Mackenzie Investment Services, LLC
Ragen Mackenzie Investment Services, LLCBroker
State Registrations31 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.
Exams
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