Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tollin is a financial advisor with LPL Financial LLC. David has been in the financial services industry since October 1998. David has a wide range of experience in the industry and is a registered representative in several states. David is committed to providing his clients with personalized financial advice and investment management services. David has a strong understanding of the financial markets and is committed to helping his clients reach 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.
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
GA
08/17/2018 - Present
LPL Financial LLC (WOODSTOCK GA)
MO
10/29/1998 - 06/10/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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