Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hawley Gleeson is an investment advisor representative with over 20 years of experience in the financial industry. He currently provides financial advice through Independent Financial Partners. David has been registered with Independent Financial Partners since 2011 and has held previous roles with LPL FINANCIAL LLC and QA3 FINANCIAL CORP. David Gleeson has a strong track record of success in providing financial guidance to individual clients, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
10/30/2015 - Present
Independent Financial Partners (Winder GA)
GA
04/19/2011 - 05/23/2019
LPL FINANCIAL LLC (ATLANTA GA)
GA
01/03/2007 - 02/11/2011
QA3 FINANCIAL CORP. (ATLANTA GA)
GA
07/09/1998 - 12/31/2006
PROEQUITIES, INC. (ATLANTA GA)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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