Davis Bottemiller
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJun 2026 to now
- Wells Fargo Clearing ServicesSep 2025 to Jun 2026
- Ballantyne Country ClubApr 2025 to Aug 2025
- UnemployedSep 2024 to Apr 2025
- Fidelity InvestmentsMar 2024 to Sep 2024
- UnemployedJan 2024 to Mar 2024
- Equitable AdvisorsSep 2022 to Jan 2024
- UnemployedJun 2022 to Sep 2023
- VaricentAug 2021 to Jun 2022
- Western Washington UniversitySep 2020 to Jun 2021
- SierraJul 2020 to Aug 2021
- Western Washington UniversitySep 2019 to Jun 2020
- Green ThumbJun 2019 to Aug 2019
- Western Washington UniversitySep 2018 to Jun 2019
- Northwest MotorsportsJun 2018 to Sep 2018
- Western Washington UniversitySep 2017 to Jun 2018
- StarbucksAug 2017 to Jun 2018
- Pierce CollegeSep 2016 to Jun 2017
- Old Spaghetti FactoryJan 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7660348
- Firm CRD
- 6413