David Lorber
David Lorber is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
May 2005Customer Dispute
March 2002Other Business ActivitiesSells Insurance
David works as an insurance agent/insurance sales for life, health, and variable annuity business since 2020. This takes a few hours per week.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Edward Jones
Edward JonesBroker
National Securities CorporationBroker
National Asset Management, INC.
Vfinance Investments, INCBroker
Newbridge Securities CorporationBroker
Sterling Financial Investment Group, INC.Broker
Joseph Charles & Assoc., INC.Broker
Thomas James Associates, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.