Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meade is a financial advisor with LPL Financial LLC, based in Plainville, CT. David has been in the financial services industry since 1997 and has extensive experience in providing a wide range of services to clients, including investment management, financial planning and insurance. David has held previous positions at several firms including People's Securities, Inc., Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, Phoenix Equity Planning Corporation, Fidelity Brokerage Services, Inc. and Linsco/Private Ledger Corp.
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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CT
03/31/2021 - Present
LPL Financial LLC (CROMWELL CT)
CT
01/11/2007 - 03/19/2018
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
10/06/2003 - 01/08/2007
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
MA
03/14/2002 - 09/12/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/14/2002 - 09/12/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
04/13/2001 - 03/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/13/2001 - 03/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
03/09/2000 - 09/11/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
RI
09/01/1999 - 12/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
SC
07/10/1997 - 09/08/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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