Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peckham is an investment advisor representative with LPL Financial LLC. David has been working in the financial services industry since 1999 and holds the Series 6, 7, 24, 63, and 66 licenses. David is registered with FINRA and is a registered investment advisor in 20 states. David is also a Certified Financial Planner (CFP®). David is a highly experienced advisor with a focus on helping individuals and families reach their financial goals. In addition to his current role with LPL Financial LLC, David has held previous positions with MetLife Securities Inc., Metropolitan Life Insurance Company, and Cetera Advisors LLC.
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
FL
02/13/2024 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
03/31/2014 - 12/26/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
07/16/1999 - 04/08/2014
METLIFE SECURITIES INC. (ORLANDO FL)
AL
07/16/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HUNTSVILLE AL)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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