Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Berry is a financial professional with over six years of experience in the industry. David is a registered representative of LPL Financial LLC and holds Series 4, 7, 57TO and 63 licenses. David is registered to provide investment advice in 53 states and territories. David specializes in a wide range of financial services including securities, insurance, mutual funds, variable products, fixed annuities, and retirement planning.
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
TX
03/12/2018 - Present
LPL Financial LLC (AUSTIN TX)
BC
Issued 11/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 4 - Registered Options Principal Examination
BC
Issued 08/19/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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