Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lookadoo is a financial advisor with Principal Securities, Inc. David has been in the financial industry since 2002 and has experience in providing financial planning, investment management, and pension consulting services. David has worked with First Tennessee Brokerage, Inc., FTB Advisors, Inc., and Principal Life Insurance Company. David is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 14 states. David is also a licensed insurance agent.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TN
06/18/2021 - Present
Principal Securities, Inc. (MEMPHIS TN)
TN
05/06/2009 - 04/18/2017
FTB ADVISORS, INC. (MEMPHIS TN)
TN
04/05/2006 - 04/30/2009
SUNTRUST INVESTMENT SERVICES, INC. (CORDOVA TN)
MN
08/29/2003 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/29/2003 - 04/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/26/2002 - 08/22/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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