Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gordon Bloomberg is a financial advisor with over 17 years of experience in the industry. David is registered to provide investment advice in 11 states and securities advice in 18 states and is a registered representative of LPL Financial LLC. David has a broad range of experience in the industry including securities and investment advice, insurance, and financial planning. David has been with LPL Financial LLC since July 2021. David has held a variety of volunteer roles in the community including positions with the Williamson County Veterans Treatment Court, the Epilepsy Foundation of Middle TN, and the Cherry Grove Sub-Division Homeowner's Association.
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
TN
08/12/2021 - Present
LPL Financial LLC (NASHVILLE TN)
TN
06/01/2005 - 07/21/2021
WADDELL & REED (BRENTWOOD TN)
IA
Issued 06/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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