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DH
CFA · CFP
DH
CFA · CFP

David Hunt

LPL Financial LLC
17 Years of Experience
Londonderry, NH
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Hunt is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Londonderry, NH, with 17 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

50 Nashua Road, Ste. 200, Londonderry, NH, 03053

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David operates Applied Capital Management, Inc. as a DBA for his LPL business and as a registered investment advisor, dedicating nearly full-time hours to financial planning and consulting. He also engages in non-variable insurance activities through Applied Capital Management, Inc.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 8 mos
Applied Capital Management, LLC
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.Broker
August 2009 - February 2020 · 10 yrs 6 mos
State Registrations26 states
AZCACOCTDEFLGAIAILLAMAMEMONCNHNJNVNYOHORPASCTNTXVTWA
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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