DB
CFP
DB
CFP

David Brower

26 Years of Experience
Alexandria, VA
1 DisclosureBroker

David Brower is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Alexandria, VA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

663 S. Washington Street, Alexandria, VA, 22314

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History

Regulatory History (1)
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Customer Dispute
August 2012
Settled
Other Business Activities

David owns multiple rental real estate properties and provides investment advisory services through Private Advisor Group, operating under the DBA Thrive Wealth Advisors. Providing investment advisory services takes nearly full-time hours.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2018 - Present · 7 yrs 11 mos
LPL Financial LLC
May 2010 - Present · 16 yrs 4 mos
LPL Financial LLCBroker
May 2010 - Present · 16 yrs 4 mos
Previous Registrations
Independent Financial Partners
June 2010 - December 2018 · 8 yrs 6 mos
Micg Investment Management, LLCBroker
June 2007 - May 2010 · 2 yrs 11 mos
Micg Investment Management
June 2007 - May 2010 · 2 yrs 11 mos
Morgan Stanley & CO., Incorporated
April 2007 - June 2007 · 2 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - June 2007 · 2 mos
Morgan Stanley
February 2000 - April 2007 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1999 - April 2007 · 7 yrs 5 mos
State Registrations22 states
ARCADCFLGAMAMDMEMIMONCNENJNMNVNYPARISCTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.