Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roberson is a financial advisor with over 20 years of experience in the industry. David has been registered with LPL Financial LLC since December 2019. Previously, David worked at Raymond James & Associates, Inc. from February 2013 to December 2019. David has a variety of licenses and registrations including Series 7, 63 and 66. David's specializations include: asset allocation, retirement planning, investment management, insurance planning and estate planning.
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
KY
12/20/2019 - Present
LPL Financial LLC (PADUCAH KY)
KY
02/13/2013 - 12/19/2019
RAYMOND JAMES & ASSOCIATES, INC. (MURRAY KY)
KY
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MURRAY KY)
TN
03/09/2004 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
02/17/1999 - 03/03/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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