David Wayne Mcelroy
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCSep 2024 to now
- TdecuSep 2024 to now
- Principal Life Insurance CompanyNov 2023 to Sep 2024
- Principal Securities IncNov 2023 to Sep 2024
- The Leaders Group IncSep 2021 to Nov 2023
- WealthvestOct 2019 to Nov 2023
- Anico Financial Services, Inc.Oct 2012 to Sep 2019
- American National Insurance CompanySep 2007 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3173592
- Firm CRD
- 6413