David Baer is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 22 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
450 S Orange Ave Ste 1200, Orlando, FL, 32801
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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.
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David operates his LPL business under the DBA United Community Advisory Services. He also owns rental real estate and is a business owner of Vetavize Angels LLC and PRIME IV, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.