David Brower
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
663 S. Washington Street, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Micg Investment Management, LLCBroker
Micg Investment Management
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 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.
Exams
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