David Larson
David Larson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Harrisonburg, VA, 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
124 Newman Ave, Suite 101, Harrisonburg, VA, 22801
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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 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 LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations17 states
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