Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boyd Twombly is a financial advisor with over 30 years of experience in the industry. David is registered with LPL Financial LLC, a leading independent broker-dealer, and has a diverse range of experience in financial planning and consulting. David is a Chartered Financial Consultant and holds multiple licenses, including Series 6, 7, and 63, as well as the Series 65 and SIE exams. David has previously worked with WS Griffith Securities, Inc. and Phoenix Equity Planning Corporation.
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
NH
09/03/2010 - Present
LPL Financial LLC (WEST CHESTERFIELD NH)
CT
03/15/1993 - 05/26/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
11/26/1985 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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