Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ashby Chrisman is a financial professional with over 35 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. in Lynchburg, VA. David is also registered with the state of Virginia as an investment advisor representative. Prior to joining Cambridge Investment Research, David was a registered representative with Lincoln Financial Securities Corporation. David's primary focus is providing financial planning and investment management services to individuals, families, and businesses. David also provides financial planning and investment management services to charitable organizations and pension and profit-sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
VA
05/11/2021 - Present
Cambridge Investment Research Advisors, Inc. (Lynchburg VA)
VA
10/17/2015 - 05/12/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (LYNCHBURG VA)
VA
09/01/2010 - 10/31/2013
PROEQUITIES, INC. (LYNCHBURG VA)
VA
02/27/2009 - 09/22/2010
NEXT FINANCIAL GROUP, INC. (FOREST VA)
VA
02/15/2005 - 02/27/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FOREST VA)
VA
12/01/1997 - 02/06/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/19/1984 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BOTH
Issued 09/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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