David Burk
David Burk is a registered investment advisor at LPL Financial LLC, based in Durham, NC, 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
5316 Page Road, Durham, NC, 27703
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Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
David is affiliated with MassMutual selling non-variable insurance, dedicating minimal time. He also works as a Trust Liaison Officer for Coastal Wealth Management, a Registered Investment Advisor DBA, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations26 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.