Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Neal is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. He is a Registered Representative of D. Scott Neal, Inc., a registered investment advisor located in Lexington, Kentucky. David specializes in providing financial planning and investment management services to individuals, families, and small businesses. He also has a strong background in working with charitable organizations. David is committed to helping his clients achieve their financial goals. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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KY
04/28/2016 - Present
D. Scott Neal, Inc. (LEXINGTON KY)
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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