Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stephen Chapple is an investment advisor representative with LPL Financial LLC. David has been in the financial industry since 2003. David holds a Series 63, Series 65, and Series 7 licenses. David also has a Series 24 license. David is registered with the state of California and Texas. David is a registered investment advisor representative, but also offers investment consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/02/2014 - Present
LPL Financial LLC (REDDING CA)
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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