Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lester Musser is a financial advisor registered with Avantax Advisory Services. David has been in the financial services industry for over 18 years. David is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. David is registered with the state of Georgia as well as with several other states. David specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations and businesses. David's previous employers include 1st Global Capital Corp. and Linsco/Private Ledger Corp. David is committed to providing his clients with the highest level of service and expertise.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
10/25/2019 - Present
Avantax Advisory Services (KENNESAW GA)
GA
12/22/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (KENNESAW GA)
GA
06/06/2006 - 12/31/2015
1ST GLOBAL CAPITAL CORP. (ATLANTA GA)
GA
12/16/2004 - 06/12/2006
LINSCO/PRIVATE LEDGER CORP. (WARNER ROBINS GA)
VT
08/21/2002 - 07/27/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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