Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred William Archibald is a financial professional with over 30 years of experience in the industry. Alfred is currently a registered representative with D.a. Davidson & Co., and has been associated with the firm since August 2020. Previously, Alfred worked for BB&T Securities, LLC, Fidelity Brokerage Services LLC, National Financial Services LLC, FMSBONDS, INC., MESIROW FINANCIAL, INC., SOUTHTRUST SECURITIES, INC., LIBERTY SECURITIES CORPORATION, FIRST UNION BROKERAGE SERVICES, INC., BARNETT INVESTMENTS, INC., SCHNEIDER SECURITIES, INC., and ROBERT THOMAS SECURITIES, INC. Alfred holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Alfred provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
08/03/2020 - Present
D.a. Davidson & Co. (Boca Raton FL)
FL
05/08/2014 - 08/05/2020
BB&T SECURITIES, LLC (BOCA RATON FL)
MA
05/03/2006 - 06/04/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
05/03/2006 - 06/04/2014
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
FL
03/02/2005 - 04/11/2006
FMSBONDS, INC. (NORTH MIAMI BEACH FL)
IL
08/08/2000 - 03/02/2005
MESIROW FINANCIAL, INC. (CHICAGO IL)
AL
01/06/1999 - 08/11/2000
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
05/11/1999 - 04/03/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NC
01/06/1992 - 01/04/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
08/02/1991 - 12/06/1991
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CO
01/31/1990 - 07/09/1990
SCHNEIDER SECURITIES, INC. (DENVER CO)
FL
07/20/1989 - 01/12/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alfred Archibald is the right advisor for you? Invested Better is here to help.
