Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lynn is an investment advisor with over 30 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Prospera Financial Services, Inc. David has been licensed to provide investment advice and services in various states, including California, Texas, Arizona, Minnesota and Utah. He has also previously worked with Morgan Stanley and Merrill Lynch. David focuses on helping clients with financial planning, portfolio management, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
CA
10/09/2019 - Present
Prospera Financial Services, Inc. (La Jolla CA)
CA
03/02/2010 - 10/04/2019
MORGAN STANLEY (LA JOLLA CA)
CA
12/12/1991 - 03/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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