Lpl Financial LLC
About this Advisor
David Fanning is a financial advisor who works in Madison, Alabama, with a total of 15 years of experience as a financial advisor. Fanning works at Lpl Financial LLC. They have worked at Lpl Financial Llc for their total career. Fanning holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Alabama. Lpl Financial LLC is a registered investment firm that has its headquarters in Madison, Alabama. The company has offices in 9,519 locations and a total of 23,035 financial advisors. It manages $208 billion in total assets between its 892,326 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually depend on which services are provided. Fee types charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Fanning Work History
David has 15 years of experience.
Linsco/Private Ledger Corp
David Fanning has disclosures.
Please visit their SEC profile for more details.
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