Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Limerick is a financial advisor with over 12 years of experience in the industry. David is registered to provide securities and investment advisory services in Arkansas, Colorado, Florida, Mississippi, Missouri, Ohio, Oklahoma and Texas. David is currently employed with LPL Financial LLC. David has been with LPL Financial LLC since November 2014 and has previous experience with BOK Financial Securities, Inc., Signator Investors, Inc., and LPL Financial LLC. David has passed the Series 7, Series 66, and SIE exams. David is affiliated with Tulsa Federal Wealth Management and WeStreet Wealth Management. David is a board member of the Holy Spirit Ministries International.
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.
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2
OK
11/13/2020 - Present
LPL Financial LLC (TULSA OK)
AR
08/01/2018 - 11/20/2020
BOK FINANCIAL SECURITIES, INC. (FAYETTEVILLE AR)
OK
12/02/2014 - 10/22/2018
LPL FINANCIAL LLC (TULSA OK)
TX
09/10/2012 - 12/08/2014
SIGNATOR INVESTORS, INC. (DALLAS TX)
TX
10/28/2008 - 10/01/2012
LPL FINANCIAL LLC (IRVING TX)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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