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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hubbard is a financial advisor with LPL Financial LLC. David is currently registered with the state of Illinois as a Registered Representative and Investment Advisor Representative, and South Dakota as an Investment Advisor Representative, and also has a resident Investment Advisor Representative registration in Texas. David has been in the financial industry since April 18, 1983 and previously worked for CETERA ADVISOR NETWORKS LLC, AMERICAN INVESTORS GROUP, INC., INVESTMENT BROKERS OF AMERICA and FRANCIS MANZO & COMPANY, INCORPORATED. David holds the Series 7, Series 24, Series 63 and Series 65 licenses, as well as the SIE designation. David also works as a business owner at several companies, including Exemplar Financial Network, Exemplar Financial Institutions, The NextStep, Exemplar Advisor Services, and Exemplar Accounting & Tax Advisors, in addition to several other 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.
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
10/22/2018 - Present
LPL Financial LLC (CRYSTAL LAKE IL)
IL
04/03/1990 - 10/20/2018
CETERA ADVISOR NETWORKS LLC (CRYSTAL LAKE IL)
MN
07/12/1988 - 04/17/1990
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
NA
12/16/1987 - 07/18/1988
INVESTMENT BROKERS OF AMERICA
NA
06/07/1985 - 01/18/1988
DREHER & ASSOCIATES, INC.
NA
04/19/1983 - 06/19/1985
FRANCIS MANZO & COMPANY, INCORPORATED
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1988
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
Active
Inactive
F
FINRA
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