Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Littrell is a Registered Representative associated with Independent Financial Partners, a firm with a focus on providing financial planning, pension consulting, and educational seminars. David's extensive experience in the industry spans a number of organizations including Edward Jones, Equitable Advisors, LLC, and Howard Bailey Securities LLC. David holds a Series 66 license, having passed the Uniform Combined State Law Examination in 2015. David specializes in a variety of financial services and is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
11/06/2024 - Present
Independent Financial Partners (TAMPA FL)
Active
Inactive
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