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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 Norvell is a financial advisor with LPL Financial LLC. David has been in the industry since 2003 and holds Series 7, Series 24 and Series 63 licenses. David specializes in portfolio management for businesses and individuals as well as financial planning. David also provides consulting and other non-discretionary advisory services. Prior to joining LPL Financial LLC, David worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PFPC DISTRIBUTORS, INC. and BANC OF AMERICA INVESTMENT SERVICES, INC.
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
SC
03/22/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/07/2005 - 08/18/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
ME
01/17/2003 - 11/17/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
12/06/2000 - 06/05/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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