Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lauren Speer is a financial advisor who has been in the industry since 1996. David is currently registered with Commonwealth Financial Network and has been with the firm since 2006. David has a long history in the financial industry and has worked for a number of other firms, including Lincoln Financial Advisors Corporation and American General Financial Advisors, Inc. David is registered to provide securities and investment advisory services in Indiana, Kentucky, Massachusetts, Missouri, Ohio, Texas, and Wisconsin.
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.
1
2
MA
11/06/2006 - Present
Commonwealth Financial Network (WALTHAM MA)
OH
06/20/2001 - 11/15/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
06/20/2001 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
11/05/1997 - 06/07/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/19/1996 - 06/07/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Speer is the right advisor for you? Invested Better is here to help.
