David Fowler, financial advisor Palm Coast FL
93 score

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 7 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 1
Alliance Financial Partners Inc. Palm Coast, FL May 2010 - Current 8
Voya Financial Advisors Palm Coast, FL Sep 2014 - Nov 2016 2
Ing Financial Partners, Inc. Palm Coast, FL Feb 2012 - Sep 2014 2
Quest Capital Strategies, Inc. Lake Forest, CA Mar 2010 - Feb 2012 1
Federal Financial Group, LLC Draper, UT Aug 2008 - May 2010 1
Pinnacle Financial And Insurance Services, Inc. Flagler Beach, FL Sep 2007 - May 2010 2
The O.n. Equity Sales Company Cincinnati, OH Aug 2008 - Dec 2009 1
Ohio National Financial Services Cincinnati, OH Aug 2008 - Dec 2009 1
Quest Capital Strategies Laguna Hills, CA Feb 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for David L. Fowler
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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