David Demars
David Demars is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Spokane Valley, WA, with 28 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
420 N Evergreen, Ste 300, Spokane Valley, WA, 99216
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
September 2002Other Business ActivitiesSells Insurance
David is a business owner at Retirement Plan Specialists Inc and provides investment advisory services through Demars Financial Group LLC, where he spends nearly full-time. He also engages in non-variable insurance activities and bookkeeping/tax preparation, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Demars Financial Group LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations25 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.