Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hallmark is a financial professional with over 15 years of experience in the financial services industry. David Hallmark is currently registered with Concourse Financial Group Securities, Inc. and offers a range of financial services including financial planning, investment management, and insurance. Previously, David Hallmark was affiliated with Truist Investment Services, Inc., BBVA Securities Inc., LPL Financial LLC, UVEST Financial Services Group, Inc. and Morgan Keegan & Company, Inc. David Hallmark holds the Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Examination.
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.
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
06/01/2023 - Present
Concourse Financial Group Securities, Inc. (Pulaski TN)
TN
03/04/2016 - 05/31/2023
TRUIST INVESTMENT SERVICES, INC. (LAWRENCEBURG TN)
AL
07/16/2015 - 03/01/2016
BBVA SECURITIES INC. (MUSCLE SHOALS AL)
AL
10/11/2011 - 11/06/2014
LPL FINANCIAL LLC (ATHENS AL)
AL
03/11/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ELKMONT AL)
TN
05/31/2007 - 08/21/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 05/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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