Unclaimed
David Antioho is a financial advisor at LPL Financial LLC and has been in the financial industry for over 15 years. David is registered as a Registered Representative with the state of Illinois. David holds Series 6, 7, 63 and 65 licenses and the SIE exam. David is affiliated with the firm's Oak Brook, IL branch office. In addition to working with LPL Financial LLC, David has been involved with J.W. COLE FINANCIAL, INC. and has a DBA of Antioho Investment Planning Group, LLC for his LPL business. David offers financial planning, portfolio management for businesses and individuals, and pension consulting services.
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
IL
04/24/2008 - Present
LPL Financial LLC (OAK BROOK IL)
IL
01/23/2007 - 03/27/2008
J.W. COLE FINANCIAL, INC. (WAYNE IL)
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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