David Daniel Yonker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → Present
  Lpl Financial Llc
  White Ledger, MI

Other Businesses

(1) 07/02/1999: Dollar Sense, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) (2) 02/16/2006: No Business Name - Real Estate Rental - Investment Related - At Reported Business Location(s) - No Time Spent - Oil & Gas Lease on land we own. My wife and I own two 80 acre parcels of land that we are considering leasing for oil and gas purposes. We would be compensated per acre for signing the lease and would receive royalties from any oil or gas found (3) 08/13/2012: Dollar Sense, Inc. - Non-Variable Insurance DBA - DBA: Dollar Sense, Inc. - Investment Related - At Reported Business Location(s) - 99% Time Spent - Insurance Types: Life, Fixed Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-02
• S63 Uniform Securities Agent State Law Examination
  1986-10-10

Designations

• Certified Financial Planner

Other Names

• David Yonker