David Neville, financial advisor Roswell GA
96 score

David Neville

CRD Number: 1965606
Current Firm: Lpl Financial LLC

David Neville (CRD# 1965606) is an Investment Advisor Representative working at Lpl Financial LLC in Roswell, GA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Linsco/private Ledger Corp. Roswell, GA Jan 2007 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for David L. Neville
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
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
96
Clean Record
This advisor has a clean track record with regulators.

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