Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwards is a financial advisor with LPL Financial LLC. David has been in the financial services industry since March 4, 1998. David is registered with the state of Wisconsin and Texas. David has a Series 6, 7, 63, 65, and SIE licenses. David is also a Certified Financial Planner. David has experience working with individuals, corporations, businesses, pension plans, and charitable organizations. David specializes in financial planning, portfolio management, and consulting.
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
WI
03/24/2021 - Present
LPL Financial LLC (SPRING GREEN WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SAUK CITY WI)
WI
11/06/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (SAUK CITY WI)
NA
11/28/1997 - 07/31/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (92249 VILSECK-SORGHOF )
IA
Issued 11/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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