Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid O'dean Heard is a financial advisor with LPL Financial LLC. David is a registered investment advisor representative and has been working in the industry since 1988. David has held previous positions at Waddell & Reed, Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Advest, Inc., Tucker Anthony Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Boardwalk Capital Corporation. David is licensed in Arkansas, Massachusetts, Michigan, New Jersey, New York, Texas, and Virginia.
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
TX
07/21/2021 - Present
LPL Financial LLC (MCKINNEY TX)
TX
06/03/2016 - 07/21/2021
WADDELL & REED (MCKINNEY TX)
TX
10/05/2009 - 06/06/2016
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
NY
11/04/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW YORK NY)
CT
09/21/2001 - 11/25/2005
ADVEST, INC. (HARTFORD CT)
MA
09/27/1991 - 10/08/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
09/29/1988 - 09/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/20/1988 - 09/07/1988
BOARDWALK CAPITAL CORPORATION
IA
Issued 12/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Heard is the right advisor for you? Invested Better is here to help.
