David Fowler, financial advisor Palm Coast FL

David Fowler

CRD Number: 5351001
Current Firm: Lpl Financial LLC

David Fowler (CRD# 5351001) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Coast, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Palm Coast, FL Nov 2016 - Current 7
Alliance Financial Partners Inc. Palm Coast, FL May 2010 - Current 13
Voya Financial Advisors Palm Coast, FL Sep 2014 - Nov 2016 2
Ing Financial Partners, Inc. Palm Coast, FL Feb 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for David L. Fowler
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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