Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Milton Tuxhorn is a financial advisor currently registered with LPL Financial LLC, based in GREENSBORO, NC. David has been in the financial industry since 2005 and has a strong track record of success. David holds several licenses and certifications, including the Series 7, Series 66, and Series 4 exams. David is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
NC
03/23/2011 - Present
LPL Financial LLC (GREENSBORO NC)
NC
01/03/2007 - 03/24/2011
EDWARD JONES (GREENSBORO NC)
VA
06/22/2005 - 01/04/2007
NEXT FINANCIAL GROUP, INC. (DANVILLE VA)
BOTH
Issued 08/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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