Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Blandin La Pointe is a financial advisor with over 35 years of experience in the financial services industry. David has a Series 7, Series 24, Series 63, and Series 65 licenses and is a registered representative of LPL Financial LLC. David has worked with LPL Financial LLC since May 2003 and has previously held positions with Morgan Stanley DW INC., ROYAL ALLIANCE ASSOCIATES, INC., TITAN/VALUE EQUITIES GROUP, INC., and DIVERSIFIED SECURITIES, INCORPORATED. David provides financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. David is committed to providing personalized financial advice to help clients achieve 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
CA
07/11/2003 - Present
LPL Financial LLC (TEMECULA CA)
NY
05/03/1999 - 05/13/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
12/13/1995 - 05/04/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
06/27/1990 - 12/14/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
02/26/1987 - 07/03/1990
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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