David Kamine
Investment adviser representative at LPL Financial LLC
24 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
24 years in the industry.
- LPL Financial LLCApr 2025 to now
- Summit Credit UnionApr 2025 to now
- Edward JonesJul 2023 to Feb 2025
- Window World of Southeastern Wisconsin/gantner ConstructionJul 2019 to Jun 2023
- Craft Beer Cellar/mcv Beers LLCOct 2017 to Jul 2020
- Chili's Grill&barAug 2004 to Sep 2017
- Dee's CateringJan 2002 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7778341
- Firm CRD
- 6413