David Rectenwald
David Rectenwald is a CFP-designated registered investment advisor at LPL Financial LLC, based in Thurmont, MD, 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
209 East Main St, Thurmont, MD, 21788
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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 provides investment advisory services through Catoctin Ridge Wealth Partner LLC and operates Vinores Financial Services as a DBA for his LPL business, dedicating full-time hours to each. He also engages in non-variable insurance through Peak Benefits Group, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Catoctin Ridge Wealth Partner
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Nationwide Securities, LLCBroker
The Huntington Investment CompanyBroker
State Registrations7 states
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