Unclaimed Profile

David Paul Bergers

LPL FINANCIAL LLC·BOSTON, Massachusetts

LPL FINANCIAL LLC

75 STATE STREET, 22ND FLOOR, BOSTON, MA 02109CRD# 6238852Firm CRD# 6413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Paul Bergers · BOSTON, MA

Registration

CRD #6238852 · LPL FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

12 disclosures on file · See FINRA BrokerCheck for full record

About

David Paul Bergers is a registered financial advisor based in BOSTON, Massachusetts, affiliated with LPL FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LPL FINANCIAL LLC

AUM

$463.5B

Regulatory assets under management

Employees

35841

Total firm employees

View all advisors at LPL FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6238852

Firm CRD# 6413

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Paul Bergers offer?

David Paul Bergers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Paul Bergers's credentials?

David Paul Bergers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Bergers located?

David Paul Bergers is based in BOSTON, Massachusetts, working with LPL FINANCIAL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does David Paul Bergers charge for services?

David Paul Bergers's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LPL FINANCIAL LLC?

LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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