Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Fellows is a financial advisor with LPL Financial LLC. David has been in the financial services industry since May 15, 1993. David is registered with the state of Arizona and Texas. David offers investment advisory services and financial planning. David has a history with several financial firms including Genworth Financial Securities Corporation, National Planning Corporation, Royal Alliance Associates, Inc., Locust Street Securities, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. David also operates Fellows Tax & Financial Service which provides tax preparation, accounting, and bookkeeping services. David is licensed to provide real estate services.
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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AZ
11/23/2021 - Present
LPL Financial LLC (PEORIA AZ)
AZ
06/14/2002 - 11/13/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (PEORIA AZ)
CA
06/21/1999 - 06/17/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
06/26/1995 - 06/28/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
06/15/1995 - 07/07/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
02/24/1992 - 03/24/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/24/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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