Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McCaghren is a financial advisor with Gradient Securities, LLC, specializing in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. David has been in the financial services industry since 1986 and has a strong track record of success in helping clients achieve their financial goals. David is registered in Arkansas, Florida, Georgia, Indiana, Missouri, Nebraska, North Carolina, and Texas and holds the Series 7, Series 24, Series 63, and Series 65 licenses. David is also a General Partner in Mills, McCaghren & Associates, where he is involved in insurance sales.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
08/18/2017 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
TX
10/31/2005 - 08/18/2017
SAGEPOINT FINANCIAL, INC. (ABILENE TX)
AZ
08/15/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
12/01/1993 - 08/19/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
AL
01/31/1992 - 12/06/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
IA
04/13/1989 - 02/14/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
GA
01/03/1989 - 05/08/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
03/20/1986 - 01/09/1989
EPPLER, GUERIN & TURNER, INC.
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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