David Theodore Demars

CFP · ChFC

LPL Financial LLC

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

420 N Evergreen, Ste 300, Spokane Valley, WA, 99216

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2012

Settled

Customer Dispute

September 2002

Withdrawn

View Full SEC Report How to Read Disclosures

Other 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.