David Willmott (CRD# 6952702) is an Investment Advisor Representative working at Lpl Financial LLC in Westhampton Beach, NY and has over 5 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 2637653
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Westhampton Beach, NY | Sep 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Jun 2018 - Sep 2023 | 5 |
| Joseph Stone Capital | Holbrook, NY | Nov 2017 - Mar 2018 | < 1 |
| Skate Safe America | Bethpage, NY | Sep 2016 - Nov 2017 | 1 |
| People Pool Valet | Hampton Bays, NY | Jun 2013 - Aug 2017 | 4 |
| Parks And Recreation Of Southampton | Sagaponack, NY | May 2016 - Oct 2016 | < 1 |
| Vail Resorts | Vail, CO | Oct 2015 - Oct 2016 | 1 |
| Court Order | East Quogue, NY | Apr 2016 - Jun 2016 | < 1 |
| Joe's Deli | Vail, NY | Dec 2015 - Apr 2016 | < 1 |
| New York Jets | East Rutherford, NJ | Jul 2014 - Feb 2016 | 1 |
| United Sports | Downingtown, PA | May 2015 - Aug 2015 | < 1 |
| University Of Cortland Internship | Downingtown, PA | Jan 2015 - May 2015 | < 1 |
| Suny Cortland | Cortland, NY | Aug 2011 - May 2015 | 3 |
| Asc | Cortland, NY | Sep 2014 - Apr 2015 | < 1 |
| Strathmore Bagels | Riverhead, NY | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- NY
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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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