David Domian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naples, FL, with 43 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
999 Vanderbilt Beach Rd, Ste 200, Naples, FL, 34108
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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 sells non-variable insurance and owns rental real estate. He also operates under the DBAs CECU Wealth Management and Sirius Wealth Management for his LPL business, dedicating nearly full-time hours to Sirius Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sirius Wealth Management, LLC
Dew Wealth Strategies, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Forsyth Securites, INC.Broker
Stock Index Futures Co.inc.Broker
Clayton Brokerage CO. of St. Louis, INC.Broker
State Registrations19 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.