Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lamie has been an active financial advisor since May 1982, holding Series 6, 7, 63, and 65 licenses along with the SIE exam. David is a CERTIFIED FINANCIAL PLANNER™ professional and has experience in advising clients across various financial aspects. David currently works for LPL Financial LLC as a registered representative in Bristol, Virginia. David has previously worked for a number of firms, including INVEST Financial Corporation and Royal Alliance Associates, Inc. His previous roles have included providing insurance sales, financial planning, and other advisory 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.
1
2
VA
02/14/2018 - Present
LPL Financial LLC (BRISTOL VA)
CA
03/26/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (NEWPORT BEACH CA)
CA
07/09/1998 - 03/27/2009
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
AZ
03/16/1995 - 06/09/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
02/20/1991 - 04/05/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/20/1991 - 04/05/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/14/1988 - 02/07/1991
MONARCH SECURITIES, INC.
NA
08/31/1983 - 07/28/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
03/25/1982 - 08/11/1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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