Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Randall Schadel is a financial advisor with over 13 years of experience in the financial services industry. David has worked for both Raymond James Financial Services, Inc. and Wiley Bros.-Aintree Capital, LLC. He is currently registered with LPL Financial LLC, a firm with over 27,000 registered representatives and more than $50 billion in assets under management. David is a Certified Financial Planner® and specializes in a variety of services, including financial planning, portfolio management, and investment consulting. He has earned the Series 7, Series 66, and SIE securities licenses. David works with a range of clients, including high-net-worth individuals, corporations, and pension plans. David’s commitment to providing personalized and comprehensive financial services has earned him the trust and respect of his clients.
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
TN
07/21/2023 - Present
LPL Financial LLC (NASHVILLE TN)
TN
01/28/2014 - 07/27/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
08/16/2010 - 01/27/2014
WILEY BROS.-AINTREE CAPITAL, LLC (NASHVILLE TN)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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