David Hunter
David Hunter is a registered investment advisor at LPL Financial LLC, based in Chadds Ford, PA, with 41 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
225 Wilmington W Chester Pike, Suite 200, Chadds Ford, PA, 19317
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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 is an independent insurance agent at an insurance agency, offering various life insurance products. This activity accounts for about 10-20% of his annual income and he owns over 60% of the business, which was established in 2012.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Redstone Securities, INC.Broker
W. H. Newbold's Son & Co./hopper Soliday & CO., INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
Tucker, Anthony & R. L. Day, 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.