David Zane is a registered investment advisor at LPL Financial LLC, based in Mclean, VA, with 18 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.
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 Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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Location
7527 Colshire Drive, Mclean, VA, 22102
Get directionsHistory
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
December 2010Settled
Employment History
Current Registrations
LPL Financial LLCBroker
June 2026 - Present · 4 mos
LPL Financial LLC
June 2026 - Present · 4 mos
LPL Financial LLC
June 2026 - Present · 4 mos
Previous Registrations
Allstate Financial Advisors, LLC
February 2025 - February 2026 · 1 yr
Allstate Financial Services, LLCBroker
December 2024 - February 2026 · 1 yr 2 mos
Sb Advisory, LLC
April 2023 - June 2024 · 1 yr 2 mos
PNC InvestmentsBroker
July 2011 - March 2023 · 11 yrs 8 mos
PNC Investments
July 2011 - March 2023 · 11 yrs 8 mos
RBC Capital Markets, LLCBroker
April 2008 - July 2011 · 3 yrs 3 mos
RBC Capital Markets, LLC
April 2008 - July 2011 · 3 yrs 3 mos
Morgan Stanley & CO. Incorporated
November 2007 - May 2008 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
September 2007 - May 2008 · 8 mos
State Registrations4 states
DEMDPAVA
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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