Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lull is an investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC based in Lakewood, Colorado. David has been working in the financial industry since 1992. David holds the following licenses and certifications: Series 63, Series 65, Series 7, Series 2 and SIE. David is registered to provide investment advisory services in 51 states. David offers financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
09/11/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Lakewood CO)
CA
09/29/2000 - 10/04/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
08/12/1998 - 10/25/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
MN
02/12/1996 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NE
06/22/1994 - 12/22/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
04/21/1993 - 03/16/1994
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
02/12/1992 - 04/02/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/17/1990 - 11/11/1991
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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