Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid T. Key is a financial advisor with over 17 years of experience in the financial services industry. David has held positions with several firms, including A. G. Edwards & Sons, Inc., Edward Jones, Investment Professionals, Inc., Ameriprise Financial Services, LLC, J.P. Morgan Securities LLC, and currently at LPL Financial LLC. David is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. David is also registered as an Investment Advisor Representative in the state of Texas.
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.
1
2
OK
02/01/2022 - Present
LPL Financial LLC (DURANT OK)
TX
03/26/2021 - 01/30/2022
J.P. MORGAN SECURITIES LLC (SHERMAN TX)
TX
07/03/2018 - 03/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Sherman TX)
TX
08/05/2013 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (GAINSVILLE TX)
TX
07/16/2007 - 08/06/2013
EDWARD JONES (DENISON TX)
TX
02/17/2005 - 07/18/2007
A. G. EDWARDS & SONS, INC. (SHERMAN TX)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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