David Flippo
David Flippo is a registered investment advisor at LPL Enterprise, LLC, based in Las Vegas, NV, with 7 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Other Business ActivitiesSells Insurance
David is a non-profit board member for OSJ Food Aid USA, a business owner of HobbyTown, and operates Strategic Foundations LLC and Prudential Advisors as DBAs for his LPL business. He also works with N/A Non-Variable Insurance, dedicating a full-time commitment to it.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations4 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.
Exams
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