David Curry
David Curry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 22 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
4777 Sharon Road, Suite 540, Charlotte, NC, 28210
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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 his LPL business under the DBA Second Half Strategies and owns 2nd Half Strategies LLC for tax/investment purposes. He is also an agent for non-variable insurance, including disability, life, long-term care, and fixed annuities, and an investment adviser representative for Independent Advisor Alliance, spending nearly full-time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations12 states
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