Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McLeod is a financial professional with over 20 years of experience in the industry. David is currently a Registered Representative with Empower Advisory Group, LLC. David has also worked with several other firms including Greenwood Investments, LLC, GWFS Equities, Inc. and One Orchard Equities, Inc. David has a strong background in both individual and institutional investment management, with extensive knowledge and expertise in various financial products and strategies. David holds Series 6, 7, 24, 26, and 27 licenses, as well as a Series 65 license. David is committed to providing customized financial advice and investment solutions to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/01/2025 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
01/21/2000 - 04/03/2006
GREENWOOD INVESTMENTS, LLC (GREENWOOD VILLAGE CO)
CO
11/29/2000 - 05/18/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/29/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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