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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 Lundgren is a financial advisor with over 20 years of experience in the industry. David is registered with Meridian Wealth Management, LLC in Scottsdale, Arizona and Lexington, Kentucky. David specializes in providing financial advice and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. David also offers pension consulting and educational seminars. David is committed to providing his clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/09/2023 - Present
Meridian Wealth Management, LLC (Scottsdale AZ)
AZ
05/16/2013 - 02/27/2017
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
06/25/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SCOTTSDALE AZ)
AZ
07/12/1999 - 10/25/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHOENIX AZ)
CA
08/28/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 12/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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