David Woodson is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 7 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
314 W 15th St Ste 100, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates under the DBA Laurus Wealth Management since 2021 and Woodson Wealth Management LLC for tax/investment purposes, dedicating full-time hours. He is also a manager at LWM Tax Services LLC, spending a few hours per week on tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cammack Retirement Group
Cammack Larhette Brokerage, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations10 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.