Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Garner is a financial professional with over 17 years of experience in the industry. David is currently a registered representative with Cambridge Investment Research Advisors, Inc. David has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. David also holds a Series 7 and Series 66 license as well as the Securities Industry Essentials (SIE) exam. David's previous experience includes roles with Dempsey Lord Smith, LLC, LPL Financial, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
04/16/2016 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
GA
06/22/2015 - 04/08/2016
DEMPSEY LORD SMITH, LLC (ROME GA)
GA
10/07/2008 - 06/25/2015
LPL FINANCIAL LLC (KENNESAW GA)
GA
08/12/2005 - 09/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
MN
08/12/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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