Invested Better
Unclaimed

Unclaimed

Unclaimed

David Christian Harpool

Avid Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Christian Harpool

David Christian Harpool is a financial advisor with over 15 years of experience in the industry. He is currently registered with Avid Planning as a Registered Representative (RR) and Investment Advisor Representative (IAR). Prior to joining Avid Planning, David worked as a financial advisor for LPL Financial LLC and Edward Jones. David is licensed in Florida and Texas. He is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

David Harpool is currently registered with Avid Planning. Avid Planning is an independent financial advisory firm located in Massachusetts. The firm manages $44.87 million in assets for 212 clients. They specialize in providing financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers other advisory services, including selection of other advisers and financial consulting.

$44.87M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Harpool’s Registration & Firm History

FL

08/16/2016 - Present

Avid Planning (ST. PETERSBURG FL)

FL

05/17/2012 - 09/26/2016

LPL FINANCIAL LLC (ST. PETERSBURG FL)

FL

10/11/2007 - 05/18/2012

EDWARD JONES (ST PETERSBURG FL)

MN

06/28/2000 - 08/31/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/28/2000 - 08/31/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if David Christian Harpool is right for you?

Licenses & Designations

BOTH

Issued 12/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2012

Series 24 - General Securities Principal Examination

BC

Issued 09/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Christian Harpool.
Not sure if David Christian Harpool is right for you?