Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Kirkham is an investment advisor representative with Cetera Investment Advisers LLC. David has been in the securities industry since 1989 and holds the Series 7, 31, and SIE licenses. David is registered to provide investment advisory services in Colorado, Florida, Maryland, Nevada, New Jersey, Ohio, Pennsylvania, Tennessee, Texas, and Virginia. David previously worked with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc.
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.
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2
PA
06/18/2024 - Present
Cetera Investment Advisers LLC (SEWICKLEY PA)
PA
01/01/2008 - 07/01/2022
WELLS FARGO CLEARING SERVICES, LLC (SEWICKLEY PA)
PA
06/14/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEWICKLEY PA)
MN
04/20/1990 - 05/29/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1990 - 05/29/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
01/27/1989 - 04/12/1990
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 2/3/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 1/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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