Raymond James & Associates
41yrs
Top advisor by experience in Somerset
14yrs
Based in Somerset, Kentucky, David Cothron is a fiduciary financial advisor with 14 years of industry experience. David joined LPL Financial in 2013, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in Somerset, and one of 25 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors in Kentucky
Office100 Church St, Somerset, KY 42501
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowLPL Financial LLCCurrent firm
Contact David
100 Church StSomerset, KY 42501Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Cothron. David works from the Somerset, KY office.
How long has David been a financial advisor?
David has been in the industry since 2013, about 14 years. More experience than 51% of advisors in Kentucky.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Edward Jones
34yrs
Top 3% by experience at Edward Jones
Edward Jones
32yrs
Top 4% by experience at Edward Jones
LPL Financial
25yrs
Top 16% by experience in Somerset
Edward Jones
25yrs
Top 13% by experience at Edward Jones
Edward Jones
24yrs
Top 15% by experience at Edward Jones