Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Archibald is a financial advisor with over 20 years of experience in the industry. David holds the Series 7, 6, 63, 24, 79, 82, 87 and SIE licenses and is a Chartered Financial Analyst (CFA). David has worked for a variety of firms including LPL Financial LLC, Borealis Capital LLC, SMI Capital Markets LLC, Stonebridge Securities, LLC, and Reed Global Capital, LLC. David currently works as an Investment Advisor Representative at LPL Financial LLC.
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.
1
2
WA
03/05/2024 - Present
LPL Financial LLC (REDMOND WA)
WA
07/05/2023 - 03/24/2024
BOREALIS CAPITAL LLC (BELLEVUE WA)
WA
04/11/2019 - 03/24/2024
SMI CAPITAL MARKETS LLC (BELLEVUE WA)
WA
09/30/2020 - 07/01/2022
STONEBRIDGE SECURITIES, LLC. (BELLEVUE WA)
WA
02/13/2008 - 04/15/2008
REED GLOBAL CAPITAL, LLC (KIRKLAND WA)
WA
04/04/2005 - 08/31/2006
REED GLOBAL CAPITAL, LLC (BELLEVUE WA)
OR
11/27/2002 - 04/04/2005
THE ROBINS GROUP LLC (MILWAUKIE OR)
WA
11/20/2001 - 10/31/2002
DIGITALOFFERING, INC. (SPOKANE WA)
NY
05/15/1995 - 11/17/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NA
07/25/1985 - 02/17/1987
LAFFER ADVISORS INCORPORATED
BC
Issued 05/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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