Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Doolin is a financial advisor with over 12 years of experience in the industry. He has been registered with LPL Financial LLC since December 2008 and Financial Planning Consultants, LLC since March 2009. David is a Certified Public Accountant and has a background in tax preparation and financial statement auditing. David provides financial planning, portfolio management and consulting services to individuals, businesses, and non-profit organizations. He is licensed to conduct business in Arizona, California, Colorado, Montana, and Nevada.
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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CA
12/09/2008 - Present
LPL Financial LLC (SANTA CRUZ CA)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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