Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Elias David is a registered representative with Lion Street Advisors, LLC. Austin has been in the financial services industry since March 2015. Austin is a Series 66 and Series 7 licensed professional. Austin holds a Series 66 license with a registration date of March 18, 2024, and a Series 7 license with a registration date of March 18, 2015. Austin has held previous positions with LPL Financial LLC and Securities America, Inc. Austin's current firm, Lion Street Advisors, LLC is headquartered in Austin, Texas. Lion Street Advisors, LLC specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Austin is registered in the following states: California, Colorado, District of Columbia, Kansas, Louisiana, Maryland, Oklahoma, and Texas.
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.
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
KS
03/18/2024 - Present
Lion Street Advisors, LLC (Wichita KS)
KS
04/30/2020 - 04/02/2024
LPL FINANCIAL LLC (WICHITA KS)
KS
03/18/2015 - 04/30/2020
SECURITIES AMERICA, INC. (WICHITA KS)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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