Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Garner is a financial advisor with over 40 years of experience in the industry. David has a wide range of experience with both brokerage and advisory services. David has been with LPL Financial LLC since 1987 and has held licenses in several states, including Illinois, Texas and California. David has a strong background in serving individual clients as well as businesses and organizations. David has passed numerous industry exams including Series 6, 7, 24, 53 and 63 and 65. David currently serves clients at branch offices in Macomb, Rushville, and Carthage, Illinois.
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.
1
2
IL
02/05/2013 - Present
LPL Financial LLC (MACOMB IL)
CA
07/02/1991 - 10/05/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
07/29/1983 - 06/24/1987
PAINEWEBBER INCORPORATED
NA
01/07/1982 - 08/04/1983
NML EQUITY SERVICES, INC.
NA
02/10/1982 - 07/18/1983
AMERICAN GENERAL CAPITAL PLANNING, INC.
IA
Issued 05/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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