Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McNurlen is an investment advisor representative at Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. David is a chartered financial consultant and holds Series 6, 7, 66, and SIE licenses. David has also held positions at LPL Financial LLC, State Farm VP Management Corp., FBL Marketing Services, LLC, and Raymond James Financial Services, Inc. David's current and previous employment has included positions in trust, investment, and insurance services. David is based out of Pembine, WI.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
11/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Pembine WI)
MI
01/21/2021 - 04/26/2021
LPL FINANCIAL LLC (MENOMINEE MI)
WI
11/30/2018 - 02/05/2019
ALLSTATE FINANCIAL SERVICES, LLC (De Pere WI)
IA
02/02/2017 - 09/06/2018
FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)
IL
06/11/2002 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
10/17/2001 - 04/22/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/07/1999 - 11/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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