Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Milligan has been in the financial services industry since 1989 and is currently registered with LPL Financial LLC. David has a wide range of experience working with individual investors, high-net-worth individuals, corporations, and institutions. David is committed to providing personalized financial advice and helping clients achieve their financial goals. David works out of the Pittsfield, Massachusetts branch office of LPL Financial LLC.
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
MA
06/05/2006 - Present
LPL Financial LLC (PITTSFIELD MA)
NY
02/21/1995 - 10/02/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
08/01/1991 - 03/14/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/08/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NC
08/22/1989 - 04/30/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
DC
01/24/1989 - 08/22/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
BOTH
Issued 05/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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