David Hunt is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Londonderry, NH, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
50 Nashua Road, Ste. 200, Londonderry, NH, 03053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates Applied Capital Management, Inc. as a DBA for his LPL business and as a registered investment advisor, dedicating nearly full-time hours to financial planning and consulting. He also engages in non-variable insurance activities through Applied Capital Management, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Applied Capital Management, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations25 states
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