David M Zane
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- LPL Financial LLCJun 2026 to now
- Hanscom FcuJun 2026 to now
- UnemployedFeb 2026 to Jun 2026
- Tolliver AgencySep 2025 to Feb 2026
- Allstate Financial Advisors, LLCFeb 2025 to Feb 2026
- Allstate Financial Services, LLCJun 2024 to Feb 2026
- Allstate Insurance CoJun 2024 to Feb 2026
- Sb Advisory LLCApr 2023 to Jun 2024
- PNC InvestmentsJul 2011 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (DE, MD, VA).
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
- 5328291
- Firm CRD
- 6413