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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 Daniel Roberts is a financial advisor with Bleakley Financial Group, LLC. David has over 10 years of experience in the financial services industry. David is a Certified Financial Planner® and holds Series 6, 7TO, and SIE licenses. David provides investment advisory services through Bleakley Financial Group, LLC, an independent investment advisor firm. Bleakley Financial Group, LLC is separate from and independent of LPL Financial. David is also a registered representative of LPL Financial. David's areas of specialization include: Retirement Planning, College Savings, Estate Planning, and Insurance. David has a passion for helping individuals and families 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.
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.
Non-investment consulting/implementation services
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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VA
08/26/2022 - Present
Bleakley Financial Group, LLC (Purcellville VA)
VA
08/23/2022 - 02/07/2024
LPL FINANCIAL LLC (PURCELLVILLE VA)
VA
12/23/2011 - 08/26/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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