Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Daniel Yonker is a financial advisor who has been in the industry since 1986. David is registered with LPL Financial LLC and has been with the firm since 1999. David's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David is also a Certified Financial Planner. David has been registered with the state of Texas since 2014, as well as the state of Michigan.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/02/2014 - Present
LPL Financial LLC (LUBBOCK TX)
CA
06/01/1996 - 12/10/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
09/06/1990 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MI
02/26/1987 - 07/25/1990
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NA
10/13/1986 - 02/02/1987
PRINCOR FINANCIAL SERVICES CORPORATION
IA
Issued 03/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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