David Segarra
David Segarra is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 21 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
1980 Festival Plaza Dr,Ste 750, Las Vegas, NV, 89135
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2025Customer Dispute
June 2024Customer Dispute
November 2022Regulatory
December 2005Other Business Activities
David operates his LPL business through Latus Group, Ltd. This activity is investment-related and takes up nearly all of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Brookstreet Securities CorporationBroker
Great Eastern Securities, INC.Broker
State Registrations32 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.