Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anderson is a financial advisor at LPL Financial LLC and has been in the financial services industry since 2002. David holds Series 6, 7, 63, and 65 licenses and the SIE. Prior to joining LPL Financial LLC, David has worked at Securities America, Inc. and Walnut Street Securities, Inc. David is registered with the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kentucky, Massachusetts, New Mexico, New York, Oklahoma, Oregon, Texas, and Washington. David specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, 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
CO
06/02/2023 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
10/03/2005 - 01/17/2008
SECURITIES AMERICA, INC. (AUROA CO)
CA
04/07/2005 - 10/17/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
05/14/2002 - 07/01/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
IA
Issued 04/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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