Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burch is a financial advisor with over 29 years of experience in the industry. David is currently registered with Tradier Brokerage, Inc. and previously held positions with firms such as ALLY INVEST SECURITIES LLC, MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., LPL FINANCIAL LLC, ASSOCIATED SECURITIES CORP., GRIFFIN FINANCIAL SERVICES, PACIFIC BROKERAGE SERVICES, INC., and WALKER, LUTHER SECURITIES, INC. David holds a variety of licenses and certifications, including Series 4, 7, 24, 52TO, 53, 55, 57TO, 63, 99TO, and SIE. David is licensed in 52 states and the District of Columbia.
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.
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.
1
2
NC
03/03/2021 - Present
Tradier Brokerage, Inc. (CHARLOTTE NC)
NC
09/04/2020 - 01/25/2021
ALLY INVEST SECURITIES LLC (Charlotte NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/23/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
03/17/2008 - 11/18/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
CA
05/19/1998 - 11/12/2009
ASSOCIATED SECURITIES CORP. (EL SEGUNDO CA)
NA
05/08/1992 - 03/31/1998
GRIFFIN FINANCIAL SERVICES
CA
06/25/1991 - 04/10/1992
PACIFIC BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NA
04/06/1990 - 07/09/1990
WALKER, LUTHER SECURITIES, INC.
CA
12/19/1989 - 04/18/1990
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 04/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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