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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schaper is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. David has been in the industry since 2001 and is registered in several states, including California, Arizona, and Texas. David holds several licenses and certifications, including Series 7, 63, 65, and 24. He provides financial planning, investment management, and other advisory services to individuals and businesses. David works at the LPL Financial LLC office in Anaheim, California.
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
07/11/2012 - Present
LPL Financial LLC (ANAHEIM CA)
CA
04/02/2004 - 06/04/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
10/09/2003 - 01/26/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
12/06/2000 - 10/14/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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