Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Huseby is a financial advisor with LPL Financial LLC in San Diego, CA. David has been in the financial services industry since 2019 and is registered to offer securities in 53 states and Washington, D.C., in addition to Texas. He has passed the Series 7TO, Series 66 and SIE exams. David specializes in providing financial planning, consulting, and investment management services to individuals, businesses, pension plans, and charitable organizations.
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.
1
2
CA
03/12/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 03/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Huseby is the right advisor for you? Invested Better is here to help.
