Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Peacock is a financial advisor with over 25 years of experience in the industry. David is currently registered with Raymond James Financial Services Advisors, Inc and MPA Wealth, LLC. David has been a Registered Representative for Raymond James Financial Services Advisors, Inc. since March 2020, and with MPA Wealth, LLC since October 2023. Previously, David was registered with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. David is a Series 6, 7, and 63 licensed professional. David's current office location is in Dallas, Texas. David specializes in providing financial planning and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/25/2020 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
03/05/1997 - 03/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
WI
07/28/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/4/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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