Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raudman is an investment advisor representative at Independent Financial Partners. David has over 20 years of experience in the financial services industry. David is registered with the state of North Carolina as a Registered Investment Advisor and is also licensed in Alabama, Florida, Missouri, and Ohio. David holds the Series 7, Series 66, and SIE exams. David is also a Certified Financial Planner. David offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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
NC
01/10/2019 - Present
Independent Financial Partners (Denver NC)
FL
06/17/2011 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
01/03/2005 - 06/20/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BROOKSVILLE FL)
IA
04/24/2001 - 12/31/2004
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
AL
01/01/2001 - 04/16/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 01/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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