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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Altemus is a financial advisor in Houston, TX. David works for LPL Financial LLC, and has over 30 years of experience in the financial industry. David is registered to provide financial advice in 21 states and holds multiple industry licenses and designations. David's primary focus is on financial planning, portfolio management for individuals and businesses, and selection of other advisors. David offers a variety of financial products and services to meet the needs of clients. David can provide guidance on a wide range of financial needs, including retirement planning, college savings, and estate planning. David also has experience working with clients who are transitioning into retirement or are facing a major life change. David is committed to providing his clients with personalized advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/06/2023 - Present
LPL Financial LLC (Houston TX)
TX
10/08/2010 - 07/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/01/2009 - 10/21/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
05/28/2004 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NY
07/31/1993 - 06/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/15/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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