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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weible is a financial advisor with over 30 years of experience in the industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with LPL Financial LLC and Envision Wealth Management, Inc. since 1998 and 2007, respectively. David is also registered to provide investment advisory services in 14 states, including Arizona, California, Colorado, Florida, Hawaii, Idaho, Minnesota, Nevada, Ohio, Oregon, Tennessee, Virginia, and Washington. David is dedicated to providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. David is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual circumstances.
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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CA
09/24/1998 - Present
LPL Financial LLC (VALENCIA CA)
MN
03/21/1989 - 09/18/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 09/18/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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