David Birrell
David Birrell is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 24 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
9180 E Desert Cove Ave Ste 104, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the Chief Investment Officer at Black Mountain Wealth Advisors, LLC, dedicating full-time hours to helping clients reach their financial goals. He also works a minimal amount of time selling long-term care, whole life, and term life insurance through Black Mountain Wealth Advisors, LLC, and helps clients purchase gold/silver coins through Rare Coins of New Hampshire.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations9 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.