Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chandler is a registered representative of IP Financial Advisory Services LLC and has been in the financial industry since 2008. David is a highly experienced advisor who is committed to helping clients achieve their financial goals. David is registered in California, Colorado, Nevada, Oregon, Utah, and Washington. He offers a variety of financial services, including financial planning, portfolio management, and consulting services to qualified retirement plans. David specializes in providing financial advice to individuals. He is also licensed to sell insurance.
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.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fees
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2
NV
04/24/2024 - Present
IP Financial Advisory Services LLC (Henderson NV)
NV
09/03/2019 - 03/27/2020
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NV
09/20/2018 - 07/30/2019
SECURITIES AMERICA, INC. (LAS VEGAS NV)
AZ
09/21/2017 - 07/06/2018
J.P. MORGAN SECURITIES LLC (PRESCOTT AZ)
NV
04/09/2017 - 09/12/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (LAS VEGAS NV)
NV
04/11/2014 - 07/14/2016
LPL FINANCIAL LLC (HENDERSON NV)
NV
10/01/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (HENDERSON NV)
NV
04/06/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
01/03/2011 - 04/06/2011
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
NV
03/19/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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