David Suderman is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 12 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
7929 Brookriver Dr Ste 725, Dallas, TX, 75247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the sole owner of his wife's business, Sugar Fluff Co, and a managing partner in an e-commerce business, Swol Lyfe, dedicating minimal time to the latter. He also operates under several DBAs for his LPL business, including Suderman Wealth Strategies, Legacy Wealth Strategies, and Sovereign Private Wealth Strategies, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations12 states
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