David Voorhees
David Voorhees is a registered investment advisor at LPL Financial LLC, based in Bethesda, MD, with 14 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
Bethesda, MD
Get directionsHistory
Regulatory History (2)
Criminal
November 2000Criminal
December 1991Other Business ActivitiesSells Insurance
David operates under two DBAs for his LPL business: Frontier Financial Group (a few hours per week) and Waterford Wealth Management (nearly full-time). He also sells fixed insurance products from multiple companies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations18 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.