Unclaimed
David Pryor is an investment advisor representative at Vanguard Advisers, Inc. David has been in the industry since 2017. David is registered with the state of Pennsylvania and the state of Texas. David has passed the Series 66, Series 7 and the SIE exams. David works with individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles.
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.
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
05/12/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
MD
05/31/2017 - 10/08/2019
LPL FINANCIAL LLC (EASTON MD)
BOTH
Issued 07/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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