David Brunelle (CRD# 2452598) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 30 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 1049525
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Worcester, MA | May 2021 - Current | 2 |
| Berkshire Hills Bancorp | Pittsfield, MA | Nov 2017 - Current | 6 |
| North Point Investment Partners | Worcester, MA | Oct 2001 - Current | 22 |
| Voya Financial Advisors, Inc. | Worchester, MA | Jun 2016 - May 2021 | 4 |
| Investors Capital Corporation | Lynnfield, MA | Sep 2001 - Jun 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- MA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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