Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Voorhees is a financial advisor with over 13 years of experience in the financial services industry. David holds Series 66, Series 7 and SIE licenses and is registered in 17 states. David is currently employed at LPL Financial LLC, a large independent broker-dealer with over $50 billion in assets under management. David provides financial planning, portfolio management, and other services to individuals, families, and businesses. Prior to joining LPL Financial LLC, David worked at Grove Point Investments, LLC and Ameriprise Financial Services, Inc.
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.
1
2
MD
06/10/2024 - Present
LPL Financial LLC (BETHESDA MD)
MD
11/03/2014 - 06/11/2024
GROVE POINT INVESTMENTS, LLC (Rockville MD)
MD
05/23/2011 - 11/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
BOTH
Issued 08/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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