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David Doane

20 Years of Experience
Bingham, ME
2 DisclosuresBroker

David Doane is a registered investment advisor at LPL Financial LLC, based in Bingham, ME, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

312 Main St, Bingham, ME, 04920

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History

Regulatory History (2)
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
November 2025
Denied
Employment Separation After Allegations
September 2013
Other Business Activities

David operates Camden Financial Consultants as a DBA for his LPL business since 2014. He also owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2014 - Present · 11 yrs 8 mos
LPL Financial LLC
September 2014 - Present · 11 yrs 8 mos
LPL Financial LLC
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Edward Jones
January 2014 - September 2014 · 8 mos
Edward JonesBroker
January 2014 - September 2014 · 8 mos
Key Investment Services LLC
July 2010 - October 2013 · 3 yrs 3 mos
Key Investment Services LLCBroker
September 2009 - October 2013 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
November 2004 - April 2009 · 4 yrs 5 mos
State Registrations11 states
FLGAINMDMENCNHNYTNVTWA
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.
David Doane - Financial Advisor | TrueAdvisor