David Holman
David Holman is a registered investment advisor at LPL Financial LLC, based in New Market, MD, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
New Market, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2013Customer Dispute
August 2011Other Business Activities
David operates Holman Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental properties, but spends no time managing them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 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.
Exams
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