Davin Schuler is a registered investment advisor at LPL Financial LLC, based in Taos, NM, 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
515 Gusdorf Road, Suite 2, Taos, NM, 87571
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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.
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Davin operates his LPL business through Peoples Investment Professionals and also has a business entity for tax/investment purposes, Davin Schuler Investment Group, Inc., which takes up more than full-time hours. He also owns multiple real estate rental properties, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations20 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.