Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allred is a registered Investment Advisor Representative with Fisher Retirement Solutions LLC, based in Plano, Texas. David has over 15 years of experience in the financial industry, with previous roles at Charles Schwab & Co., Inc., E*TRADE Securities LLC, Morgan Stanley & Co. Incorporated, and Fidelity Brokerage Services LLC. David is a Series 7, 9, 10, 24, 31, and 66 licensed representative, and holds a SIE license. David specializes in working with retirement plans and providing portfolio management for businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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UT
07/08/2024 - Present
Fisher Retirement Solutions LLC (SOUTH JORDAN UT)
TN
02/15/2019 - 09/15/2020
CHARLES SCHWAB & CO., INC. (Germantown TN)
UT
07/27/2009 - 04/30/2018
E*TRADE SECURITIES LLC (SANDY UT)
UT
04/02/2007 - 01/20/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
02/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY UT)
RI
08/15/2005 - 09/14/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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