Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The maximum annual fee is 2.50% of assets under management or a flat annual fee, both are negotiable. Clients are also responsible for custodial fees and internal expenses of investment products like mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
Get directionsRegulatory 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 operates under multiple DBAs for his LPL business and provides investment advisory services through Advisor Resource Council, spending about three-quarters of his time on these investment-related activities. He is also an agent for MetLife selling non-variable insurance, dedicating minimal time to this activity.