David Reichert
David Reichert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Murray, UT, with 15 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
300 E 4500 S, Murray, UT, 84107
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the sole owner of Reichert Wealth, an LPL business, and RFP, Inc., a business entity for tax/investment purposes. He also owns RFP Properties LLC (real estate rental) and spends minimal time as an agent for non-variable disability insurance through Reichert Wealth.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
State Registrations22 states
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