Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brady is a financial advisor who has been in the industry since 1987. David is registered with LPL Financial LLC and has offices in Minden, NV. David offers a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David has previously worked with Ameriprise Financial Services, Inc. and LPL FINANCIAL LLC. David is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses.
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
NV
12/10/2019 - Present
LPL Financial LLC (MINDEN NV)
NV
07/31/2015 - 12/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minden NV)
NV
01/06/2005 - 08/25/2015
LPL FINANCIAL LLC (MINDEN NV)
MA
11/24/2003 - 01/10/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
SC
05/07/1998 - 12/01/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/22/1987 - 06/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/22/1987 - 06/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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