David Ackel
David Ackel is a registered investment advisor at LPL Financial LLC, based in Cedar Park, TX, with 26 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
Cedar Park, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Employment Separation After Allegations
April 2008Other Business ActivitiesSells Insurance
David owns Focus Forward Financial Planning LLC, where he manages fixed income insurance products and offers investment-related products through NEXT Financial. He also works as an auctioneer and handles real estate referrals, dedicating about 10-20% of his time to auctioneering and related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Hibernia Investments, L.L.C.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.