David Moelker is a registered investment advisor at LPL Financial LLC, based in Grandville, MI, 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
3900 Chicago Dr. Sw, Grandville, MI, 49418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of David Moelker LLC, a business entity for tax/investment purposes. He is also co-owner of a rental cottage and a building rented through Evergreen Capital Management LLC, both real estate rental businesses.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Royal Advisors, LLC
Royal Securities CompanyBroker
State Registrations15 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.