Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Keeney is a financial advisor with LPL Financial LLC, based in Woodland Hills, California. David has been in the financial services industry since 2007, and has held positions with other firms like Transamerica Financial Advisors, Inc., VOYA Financial Advisors, Inc. and Centaurus Financial, Inc. David's experience, combined with his professional designations, makes him a valuable resource for clients seeking financial advice and guidance.
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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CA
10/22/2021 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
02/07/2019 - 10/23/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (CALABASAS CA)
CA
09/25/2015 - 01/27/2017
VOYA FINANCIAL ADVISORS, INC. (SANTA ANA CA)
CA
02/26/2007 - 06/03/2015
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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