David Zientek is a registered investment advisor at LPL Financial LLC, based in Kingwood, TX, with 6 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
3427 Rivers Edge Trl, Kingwood, TX, 77339-2634
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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.
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David operates under two DBAs for his LPL business: Robert D. White and Associates since 2019 (full-time) and Ordos Wealth Management since 2020 (a few hours per week). He is also an enrolled agent/tax preparer for ORDOS Tax Services since 2022, dedicating about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Intrua Financial
State Registrations1 state
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