Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fowler is a financial advisor with over 16 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and holds Series 6, 7, and 66 licenses. David has previously worked at VOYA FINANCIAL ADVISORS, INC., THE O.N. EQUITY SALES COMPANY, and QUEST CAPITAL STRATEGIES, INC. David provides financial planning and investment management services to individuals, families, and businesses.
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
FL
11/21/2016 - Present
LPL Financial LLC (PALM COAST FL)
FL
02/06/2012 - 11/19/2016
VOYA FINANCIAL ADVISORS, INC. (PALM COAST FL)
CA
03/18/2010 - 02/06/2012
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
08/15/2008 - 12/31/2009
THE O.N. EQUITY SALES COMPANY (PALM COAST FL)
CA
03/11/2008 - 08/18/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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