David Limerick is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 17 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
9323 E. 21st Street, Tulsa, OK, 74129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the President of Holy Spirit Ministries International, a non-profit, spending about 10-20% of his time on oversight, teaching, and missions. He also operates under the DBAs Tulsa Federal Wealth Management and WeStreet Wealth Management for his LPL business, dedicating full-time hours and about a quarter of his time, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.