David
Fanning

Lpl Financial LLC

CRD#3193738
Investment Advisor
in Madison, AL

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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

Series 63, Series 65

Years of Experience

15 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

7600 Hwy 72 W, Suite 201
Madison, AL 35758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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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
  • Other

David Fanning Work History

David has 15 years of experience.

2005 - Present (16 years)

Linsco/Private Ledger Corp

Disclosures

David Fanning has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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