Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burch is a financial professional with over 45 years of experience in the financial services industry. David has a diverse background, having worked for several prominent firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Park Avenue Securities LLC. David is currently a registered representative with Cambridge Investment Research Advisors, Inc. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. David is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
02/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
GA
11/17/2003 - 05/09/2018
PARK AVENUE SECURITIES LLC (ST. SIMONS ISLAND GA)
IN
12/04/1984 - 11/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/04/1984 - 11/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/04/1984 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
03/03/1975 - 11/02/1984
MONY SECURITIES CORP.
NA
03/03/1975 - 11/02/1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 06/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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