David Samick is a registered investment advisor at LPL Financial LLC, based in Boynton Beach, FL, 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
10804 Thomas Lake Manor, Boynton Beach, FL, 33473
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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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David operates under the DBA Bay Financial Associates for his LPL business since 2013. Since 2018, he also provides tax preparation, accounting, and CPA services through David Samick, CPA, dedicating a few hours per week to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
Ws Griffith Securities, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Intersecurities, INC.Broker
State Registrations9 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.