Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
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)
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
Active
Inactive
Not sure David Harpool is the right advisor for you? Invested Better is here to help.