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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 L. Little is a financial advisor with Keel Point, LLC, based in Huntsville, AL. David Little has been in the financial industry since 2006. Previously, David Little was affiliated with WELLS FARGO ADVISORS, LLC and CITIGROUP GLOBAL MARKETS INC. David Little is registered with both FINRA and the state of Alabama and is licensed to provide financial services in Alabama, Arizona, Illinois and Washington. David Little has an extensive background in portfolio management for individuals, businesses, and pooled investment vehicles. David Little is also a city council member in Huntsville, AL.
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.
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 service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AL
08/21/2017 - Present
Keel Point, LLC (HUNTSVILLE AL)
AL
03/13/2009 - 09/01/2011
WELLS FARGO ADVISORS, LLC (HUNTSVILLE AL)
AL
01/20/2006 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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