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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lebrun is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 1994. David is registered with the states of California and Texas. David is also a registered representative with FINRA and the state of Texas as an Investment Advisor Representative. David Lebrun's experience includes working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. David Lebrun's services include performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
01/04/2018 - 09/30/2019
THRIVENT INVESTMENT MANAGEMENT INC. (Glendale CA)
CA
10/15/2015 - 01/04/2018
ALLSTATE FINANCIAL SERVICES, LLC (VERDUGO CITY CA)
CA
04/28/2009 - 10/20/2014
NYLIFE SECURITIES LLC (GLENDALE CA)
CA
09/08/1994 - 04/08/2009
PRUCO SECURITIES, LLC. (ARCADIA CA)
MA
05/26/1994 - 08/30/1994
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
11/30/1992 - 06/28/1994
CALIFORNIA ONE INVESTMENTS
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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