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David Bigger

LPL Financial LLC
21 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

David Bigger is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 21 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

1035 Boyce Rd., Ste 206, Pittsburgh, PA, 15241

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David operates Grandview Wealth Management as a DBA for his LPL business and is an IAR with Good Life Advisors LLC, providing investment advisory services. He also works for Fedex in sales development/customer service and as a consultant for Smart Soda, dedicating minimal time to the latter.

Employment History
Current Registrations
LPL Financial LLC
September 2026 - Present · 1 mo
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Good Life Advisors, LLC
October 2019 - September 2026 · 6 yrs 11 mos
Citizens Securities, INC.
January 2016 - October 2019 · 3 yrs 9 mos
Citizens Securities, INC.Broker
December 2015 - October 2019 · 3 yrs 10 mos
LPL Financial LLC
March 2013 - December 2015 · 2 yrs 9 mos
LPL Financial LLCBroker
March 2013 - December 2015 · 2 yrs 9 mos
PNC Investments
September 2011 - March 2013 · 1 yr 6 mos
PNC InvestmentsBroker
September 2011 - March 2013 · 1 yr 6 mos
Fifth Third Securities, INC.
May 2009 - September 2011 · 2 yrs 4 mos
Fifth Third Securities, INC.Broker
May 2009 - September 2011 · 2 yrs 4 mos
Citigroup Global Markets INC.
April 2008 - May 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
October 2007 - May 2009 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - October 2007 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - October 2007 · 1 yr 7 mos
AXA Advisors, LLCBroker
July 2003 - July 2004 · 1 yr
State Registrations2 states
OHPA
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.
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