David Tollin
David Tollin is a registered investment advisor at LPL Financial LLC, based in Woodstock, GA, 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
420 Creekstone Rdg Ste 300, Woodstock, GA, 30188
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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 ActivitiesSells Insurance
David operates his LPL business through Tollin Financial Group, LLC, dedicating about 10-20% of his time. He also provides tax preparation and accounting services through Accounting Associates of GA, LLC, spending about 10% of his time, sells fixed life insurance (minimal time), and is involved in real estate rental (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations18 states
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