David Harper is a registered investment advisor at LPL Financial LLC, based in Clarksville, TN, with 23 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
310 North 1st St, Clarksville, TN, 37040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a County Commissioner for Montgomery County since 2014 and is involved in various non-profit boards and committees within the county, dedicating minimal time to each. He also operates his LPL business under Legends Financial Services, Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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