Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leo Thibeault is a financial advisor with LPL Financial LLC. David has been in the industry since October 1991 and holds the Series 63, Series 65, Series 7 and SIE licenses. David has a diverse background, previously working with firms like American Express Financial Advisors Inc., IDS Life Insurance Company, Shawmut Brokerage, Inc., MDS Securities Incorporated and FIS Securities, Inc. David is registered in 27 states, including Massachusetts, Texas, Alaska, Arizona, Colorado, Connecticut, Florida, Georgia, Hawaii, Indiana, Kansas, Maine, Maryland, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Utah and Virginia. David also offers advisory services to individuals, businesses, pension and profit-sharing plans and charitable organizations.
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
MA
01/28/2022 - Present
LPL Financial LLC (DEVENS MA)
MA
01/02/1996 - 10/05/1998
FIS SECURITIES, INC. (BOSTON MA)
IN
03/28/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
01/05/1994 - 03/28/1994
SHAWMUT BROKERAGE, INC.
MN
10/16/1991 - 12/23/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/1991 - 12/23/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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