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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matthew Robson is a financial advisor with LPL Financial LLC. David is a Registered Representative (Series 7 and 63) and Investment Advisor Representative (Series 65) with over 28 years of experience in the industry. He is based in Scottsdale, Arizona and provides services to individual and business clients. His previous experience includes working as a financial advisor with BMO Harris Financial Advisors, Inc. and Wells Fargo Advisors, LLC. David specializes in financial planning, portfolio management, and investment advice.
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
AZ
03/26/2021 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
12/02/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
07/02/2012 - 12/03/2015
WELLS FARGO ADVISORS, LLC (MESA AZ)
AZ
07/06/2005 - 07/09/2012
CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)
IL
12/01/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
SC
07/10/1998 - 12/15/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
HI
10/13/1997 - 07/16/1998
PACIFIC CENTURY INVESTMENT SERVICES, INC (HONOLULU HI)
TX
04/18/1997 - 09/24/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
08/19/1996 - 04/17/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
01/05/1996 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
IA
Issued 12/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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