Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lynn Archer is a financial advisor at Raymond James Financial Services Advisors, Inc. in Akron, Ohio. David has been a registered representative for over 20 years, previously working at Merrill Lynch and Morgan Stanley. David is a Certified Financial Planner and holds Series 7, 31 and 66 licenses. David's clients include individuals, families, businesses, and retirement plans. David helps his clients develop financial plans, manage their investments, and achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (AKRON OH)
OH
09/23/2005 - 04/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
NY
12/14/2001 - 09/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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