Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coulter is an investment advisor representative with LPL Financial LLC, a firm with offices in Greensboro, NC, and Bremerton, WA. David has been in the financial services industry for over 25 years. David Coulter has a broad range of experience in financial advising, including work with Lincoln Financial Securities Corporation, Infinex Investments, Inc., Sigma Financial Corporation, and Merrill Lynch. David Coulter holds Series 7, Series 31, Series 63, and Series 65 licenses, and has also earned the SIE designation.
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.
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2
NC
05/20/2024 - Present
LPL Financial LLC (GREENSBORO NC)
WA
07/11/2017 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BREMERTON WA)
WA
10/10/2016 - 06/26/2017
INFINEX INVESTMENTS, INC. (Port Townsend WA)
WA
06/20/2005 - 10/03/2016
SIGMA FINANCIAL CORPORATION (BREMERTON WA)
NY
01/11/2000 - 06/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/18/1998 - 01/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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