David Glienke
David Glienke is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 18 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
2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361
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Regulatory History (2)
Customer Dispute
September 2024Customer Dispute
December 2023Other Business Activities
David is involved with several organizations, including ClearCoast Wealth Management and Glienke Financial Group, Inc. (both securities businesses), American Airlines as a pilot, and Turning Point Academy, Proclaim Speech and Debate Club, and Angeles Crest Christian Camp as a board member or advisor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West GroupBroker
State Registrations10 states
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.