Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lalonde is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. David has been in the financial services industry since November 2003 and holds the Series 6, 7, 63, and 65 licenses. David is registered to provide investment advice in 17 states. David specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. David's previous employers include Geneos Wealth Management, Inc., Presidential Brokerage, Inc., and ProEquities, Inc.
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
CO
08/11/2023 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
02/21/2017 - 08/22/2023
GENEOS WEALTH MANAGEMENT, INC. (Colorado Springs CO)
CO
09/11/2013 - 03/21/2017
PRESIDENTIAL BROKERAGE, INC. (COLORADO SPRINGS CO)
CO
01/03/2011 - 09/18/2013
PROEQUITIES, INC. (COLORADO SPRINGS CO)
CO
12/08/2008 - 01/07/2011
MML INVESTORS SERVICES, LLC (COLORADO SPRINGS CO)
CO
11/11/2003 - 11/26/2008
MWA FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
IA
Issued 09/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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