David Donnelly
David Donnelly is a registered investment advisor at LPL Enterprise, LLC, based in Crofton, MD, 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
1657 Crofton Blvd, Suite 200, Crofton, MD, 21114
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2016Customer Dispute
November 2008Customer Dispute
January 2002Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Suntrust Investment Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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
More Advisors
- Matthew Koppelman, CFPLPL Enterprise, LLC
- Samuel EmeryLPL Enterprise, LLC
- Stephen Perreault, CFPIndependent Financial Group, LLC
- Jonathan Gimperling, CFPKcd Financial, INC.
- David Hart, CFPGreat Valley Advisor Group, LLC
- Allison Brown, CFPBrightpath Wealth Advisors LLC