Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Casey is a financial advisor with over 25 years of experience in the industry. David currently works at LPL Financial LLC and is registered to provide investment advice in Alabama, Arkansas, Florida, Georgia, South Carolina, and Texas. David has a strong background in financial planning, portfolio management, and consulting, and is committed to helping clients achieve their financial goals. Prior to joining LPL Financial LLC, David held positions with Wells Fargo Advisors, LLC, Wachovia Securities, Inc., and Wachovia Brokerage Service. David holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner.
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
GA
03/01/2016 - Present
LPL Financial LLC (ATLANTA GA)
GA
06/15/2002 - 06/09/2015
WELLS FARGO ADVISORS, LLC (MACON GA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
08/09/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
08/25/1994 - 07/24/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
12/13/1993 - 08/02/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/13/1993 - 08/02/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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