David Latko, financial advisor Frankfort IL
93 score

David Latko

CRD Number: 1013326
Current Firm: Lpl Financial LLC

David Latko (CRD# 1013326) is an Investment Advisor Representative working at Lpl Financial LLC in Frankfort, IL and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Latko Wealth Management, Ltd Frankfort, IL Mar 2016 - Current < 1
Lpl Financial LLC Frankfort, IL Nov 1989 - Current 27
Latko Financial Investment Advisors, Inc. Frankfort, IL Nov 1995 - Dec 2006 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for David W. Latko
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
  • 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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