Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brantley has been in the financial services industry since 1991. David is currently registered with LPL Financial LLC as a Registered Representative. David is also registered with the state of Texas as an Investment Advisor Representative. David is licensed to offer securities and investment advisory services in Georgia, New Mexico, and Texas. David has been registered with LPL Financial since July 2019. Prior to joining LPL Financial, David was registered with Cambridge Investment Research, Inc. and Transamerica Financial Advisors, Inc. David has a broad range of experience in the financial services industry. David is dedicated to providing clients with personalized financial advice and services.
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
TX
07/19/2019 - Present
LPL Financial LLC (HUNT TX)
TX
05/03/2016 - 07/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Kerrville TX)
TX
12/16/2005 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KERRVILLE TX)
TX
06/17/1991 - 11/30/2005
AMERIPRISE FINANCIAL SERVICES, INC. (KERRVILLE TX)
MN
06/17/1991 - 11/30/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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