Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Pickett is an investment advisor representative at LPL Financial LLC. David has been in the industry for over 10 years and has worked with Cambridge Investment Research, Inc. and The O.N. Equity Sales Company before joining LPL Financial LLC. David is registered in 11 states for both securities and investment advisory services. David's areas of specialization include financial planning, portfolio management for individuals and businesses, and educational seminars. David is also a consultant for Performance Dashboard and has over 4 years of experience in helping companies improve their performance.
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
KS
04/20/2018 - Present
LPL Financial LLC (LEAWOOD KS)
KS
07/16/2010 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
10/06/2008 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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