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 Kopp is an investment advisor representative with Spire Wealth Management, LLC, a registered investment advisor (RIA) firm based in McLean, Virginia. David has been in the financial services industry since 1997. David is registered in several states, including Colorado, Florida, Hawaii, Michigan, Minnesota, Mississippi, Texas, and Utah. David specializes in retirement planning, investment management, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/23/2023 - Present
Spire Wealth Management, LLC (Englewood CO)
CO
11/08/2018 - 07/19/2023
LPL FINANCIAL LLC (GREENWOOD CO)
FL
09/01/2010 - 11/23/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT LAUDERDALE FL)
FL
06/01/2009 - 09/28/2010
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
CO
10/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (DENVER CO)
NY
12/17/1999 - 11/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
02/20/1998 - 11/23/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
09/30/1997 - 01/01/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/30/1997 - 01/01/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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