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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 Pickler is a financial advisor with Commonwealth Financial Network. David has been in the industry since 1984 and has worked with a number of firms, including LPL Financial LLC, UBS Financial Services Inc., Smith Barney Shearson Inc. and Lehman Brothers Inc. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. David also owns a private real estate holding company, Pickler Properties, LLC. David is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
10/15/2015 - Present
Commonwealth Financial Network (Collierville TN)
TN
03/11/2005 - 10/26/2015
LPL FINANCIAL LLC (COLLIERVILLE TN)
NJ
03/03/1994 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 02/28/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/16/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
04/18/1984 - 08/17/1987
PAINEWEBBER INCORPORATED
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 5 - Interest Rate Options Examination
BC
Issued 04/23/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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