Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wray is a financial advisor registered with LPL Financial LLC, with offices in Edmond, OK. David has been in the financial services industry since 1986. David is a licensed securities agent with experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. David is dedicated to providing comprehensive 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.
1
2
OK
12/02/2022 - Present
LPL Financial LLC (EDMOND OK)
OK
10/02/1996 - 12/05/2022
SECURITIES AMERICA, INC. (EDMOND OK)
CA
12/03/1990 - 10/01/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
02/19/1986 - 12/03/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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