Lpl Financial LLC
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About this Advisor
David Grubbs is a certified financial planner and chartered financial consultant in Raleigh, North Carolina. Currently an advisor with Lpl Financial LLC, they have gathered 11 years of experience in the financial advisory industry. Grubbs holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Grubbs can act as a financial advisor based out of North Carolina. During their career, Grubbs has held roles at Proequities, Inc, Lpl Financial LLC and Fortress Retirement Plan Advisors. Lpl Financial LLC is headquartered in Raleigh, North Carolina, and operates out of 8,011 additional offices across the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC provides 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. The firm's fees may include 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 Grubbs Work History
David has 11 years of experience.
Fortress Retirement Plan Advisors
Lpl Financial LLC
David Grubbs has disclosures.
Please visit their SEC profile for more details.