David Feeley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Towson, MD, with 4 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
403 Allegheny Avenue, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates his LPL business under the DBA Red Oak Financial and provides administrative support to Red Oak Financial Group, an independent investment advisor firm, dedicating nearly full-time hours to this. He is also a registered representative with LPL Financial LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Red Oak Financial Group
State Registrations7 states
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