Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Spiker is a financial advisor with over 40 years of experience in the financial services industry. David is a registered representative of Capitol Securities Management, Inc. and is also a registered investment advisor in Virginia. David has earned numerous designations including the Chartered Financial Consultant designation and is a member of the Financial Planning Association. David works with individuals, families, and businesses to develop and implement financial plans. He specializes in retirement planning, investment management, and insurance planning. David is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
VA
06/27/1994 - Present
Capitol Securities Management, Inc. (RESTON VA)
IN
10/24/1986 - 02/28/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/24/1986 - 02/28/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/24/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
05/03/1974 - 04/03/1986
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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