TrueAdvisor
TrueAdvisor
DL
CFP
DL
CFP

David Larson

LPL Financial LLC
24 Years of Experience
Harrisonburg, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Larson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Harrisonburg, VA, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

124 Newman Ave, Suite 101, Harrisonburg, VA, 22801

Get directions

History

Regulatory History
Clean regulatory record

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 operates Larson Wealth Management, a DBA for his LPL business, engaging in fixed insurance sales, variable product sales, and fee-based planning, dedicating about a quarter of his time. He also owns and manages rental real estate, requiring minimal time, and has outside W-2 employment at Valley Pike Farm Market, spending a few hours per week there.

Employment History
Current Registrations
LPL Financial LLC
May 2012 - Present · 14 yrs 5 mos
LPL Financial LLC
May 2012 - Present · 14 yrs 5 mos
LPL Financial LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Signator Investors, INC.
January 2003 - May 2012 · 9 yrs 4 mos
Signator Investors, INC.Broker
March 2002 - May 2012 · 10 yrs 2 mos
State Registrations18 states
AZCTDCFLGAMAMDNCNVNYOHPASCTNTXVAVTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Harrisonburg, VA →All financial advisors in Virginia →