Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Peacock is a financial advisor with over 25 years of experience in the industry. David Peacock is currently registered with Raymond James Financial Services Advisors, Inc. and MPA Wealth, LLC. He has a Series 6, 7, and 63 license. He is also licensed as a Registered Representative in 27 states. David Peacock offers a range of financial services including investment advisory, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. His experience includes serving individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/25/2020 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
03/05/1997 - 03/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
WI
07/28/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Peacock is the right advisor for you? Invested Better is here to help.
