David Metzger is a registered investment advisor at LPL Financial LLC, based in Broadview Heights, OH, with 25 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
20 Eagle Valley Court, Broadview Heights, OH, 44147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates his LPL business under the DBA Dennis C Jackson Agency and provides legal services through Dennis C Jackson Co LPA, dedicating about 10-20% of his time to each. He also owns rental real estate, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Legacy Financial Services, INC.Broker
State Registrations3 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.