Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hallam is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. David holds Series 7 and Series 63 licenses, and is also a Certified Financial Planner. David has been in the financial services industry since 2015 and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. David has been with Creative Planning since 2022. David's experience includes working with Vanguard Marketing Corporation, WIPFLI Financial Advisors, LLC, and The Legacy Foundation, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/04/2022 - Present
Creative Planning (Radnor PA)
PA
06/19/2017 - 10/21/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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