David Latko is a registered investment advisor at LPL Financial LLC, based in Frankfort, IL, with 9 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
45 East Colorado Avenue, Frankfort, IL, 60423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a Registered Investment Advisor Hybrid at Latko Wealth Management, dedicating nearly all of his time to this role. He also operates Latko Financial Group, LTD as a DBA for his LPL business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Latko Wealth Management, LTD.
Previous Registrations
LPL Financial LLC
State Registrations10 states
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