David Resch
David Resch is a registered investment advisor at LPL Financial LLC, based in Pittsford, NY, with 48 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
1163 Pittsford-Victor Road, Suite 240, Bldg. 4, Pittsford, NY, 14534
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Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
David is the president of Post Resch Tallon Group Advisors, dedicating about a quarter of his time to sales, managing investment portfolios, HR, and bookkeeping. He also sells life and variable/fixed annuities with various companies, starting in 1977.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Post Resch Tallon Group
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Essex Capital Markets, INC.Broker
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
State Registrations7 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.