David Henderson is a registered investment advisor at LPL Financial LLC, based in Sparta, NJ, with 16 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
336 Sparta Ave, Sparta, NJ, 07871
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is involved in several business activities, including CKW Wealth Advisors LLC, Caristia, Kulsar & Wade LLC (CPA Affiliate Program), White Birch Properties LLC (real estate rental), CKW Wealth Management, LLC, and PlanWealth Financial Group. These activities range from minimal time spent on real estate rental to full-time involvement in his LPL business DBAs and nearly full-time with the CPA affiliate program.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 states
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