David Kulchar, financial advisor Cleveland OH
93 score

David Kulchar

CRD Number: 1127082
Current Firm: Lpl Financial LLC

David Kulchar (CRD# 1127082) is an Investment Advisor Representative working at Lpl Financial LLC in Cleveland, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Apr 2015 - Current 1
Lpl Financial Corporation Cleveland, OH Nov 2010 - Current 6
Independent Financial Partners Cleveland, OH Mar 2012 - Apr 2015 3
Oswald Financial Broker Dealer, Inc. Cleveland, OH Feb 2011 - Oct 2011 < 1
Oswald Financial, Inc. Cleveland, OH Jan 2001 - Dec 2010 9
Nrp Financial, Inc. Cleveland, OH Aug 2008 - Nov 2010 2
Girard Securities, Inc. San Diego, CA Jan 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for David M. Kulchar
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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