David
Rath

Lpl Financial LLC

CRD#4813864
Investment Advisor
in Atlanta, GA
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About this Advisor

David Rath is a financial advisor working in Atlanta, Georgia, who has been in the financial industry for 14 years. Rath is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at The Brand Banking Company and Linsco/Private Ledger Corp. Rath has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Lpl Financial LLC is a registered investment business that has its headquarters in Atlanta, Georgia. It has offices in 8,011 locations and a total of 22,703 people on staff. It handles $153 billion in assets between its 680,466 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a wide set 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. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

3328 Peachtree Rd Ne Suite 150
Atlanta, GA 30326

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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 Rath Work History

David has 14 years of experience.

2009 - Present (10 years)

The Brand Banking Company

2004 - Present (15 years)

Linsco/Private Ledger Corp

Disclosures

David Rath has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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