Invested Better
Unclaimed

Unclaimed

Unclaimed

David Lee Dunnavan

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Lee Dunnavan

David Dunnavan is a financial professional with over 15 years of experience in the industry. David is currently registered with Lincoln Financial Distributors, Inc., a firm with a strong reputation in the financial services industry. David holds the Series 6 and Series 63 licenses as well as the SIE exam certification. David is also registered as an investment advisor in Oregon and Washington.

Firm Information

David Dunnavan is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Dunnavan’s Registration & Firm History

PA

11/02/2007 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

Not sure if David Lee Dunnavan is right for you?

Licenses & Designations

BC

Issued 11/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Lee Dunnavan. Review regulatory record here.
Not sure if David Lee Dunnavan is right for you?