Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lowell Vickery is a financial advisor with over 38 years of experience in the financial services industry. David has been a registered representative with Sigma Financial Corp since 1999 and has been working with SPC since 2025. David holds licenses in multiple states and has passed the Series 6, Series 63, Series 65 and SIE exams. David is a specialist in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. In addition to his role at SPC, David also operates his own firm, Vickery Financial LLC, where he offers life, health, and fixed annuity products. David has held leadership positions in the Michigan Catholic Conference Lay Employees Retirement Plan and is a fiduciary for the Cadillac Financial 401k plan.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/13/2025 - Present
SPC (CADILLAC MI)
MN
11/04/1998 - 11/24/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MA
03/05/1996 - 11/02/1998
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
06/18/1991 - 03/05/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
10/01/1990 - 04/16/1991
CENTENNIAL SECURITIES CO. (GRAND RAPIDS MI)
IA
06/06/1984 - 08/28/1990
E.I. SALES, INC. (DES MOINES IA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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