David Mccollum is a registered investment advisor at LPL Financial LLC, based in Ephrata, WA, with 27 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
925 Basin St. Sw, Ephrata, WA, 98823
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Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
David operates under the DBA BOS Wealth Management in Meridian, ID since 2013. This appears to be the name under which he conducts his financial advisory business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
First Allied Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.