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David Domian

16 Years of Experience
St Louis, MO
7 DisclosuresBroker

David Domian is a registered investment advisor at LPL Financial LLC, based in St Louis, MO, with 16 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 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
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Location

14560 Manchester Rd, #33, St Louis, MO, 63011

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History

Regulatory History (7)
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Judgment / Lien
August 2021
Judgment / Lien
September 2019
Financial
February 2019
Final
Financial
February 2019
Final
Judgment / Lien
June 2016
Judgment / Lien
September 2010
Judgment / Lien
April 2010
Other Business Activities

David is associated with Sirius Wealth Management since 2012 and Transparent Wealth Management since 2021. He spends nearly full-time on Transparent Wealth Management, including about 130 hours during securities trading.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2012 - Present · 14 yrs 4 mos
LPL Financial LLC
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Edward Jones
April 2009 - February 2011 · 1 yr 10 mos
Edward JonesBroker
March 2009 - February 2011 · 1 yr 11 mos
State Registrations12 states
AZCAFLILINKSMNMONCTXUTWY
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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