David Mcquade
David Mcquade is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
San Diego, CA
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Regulatory History (1)
Customer Dispute
May 2025Other Business ActivitiesSells Insurance
David is involved in several business activities including La Vie En Rose Properties LLC, non-variable insurance trails, and First Financial Equity Lenders Corp. He also operates High Bluff Private Wealth as a DBA for his LPL business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations18 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.