Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Verhille is a financial advisor with Lion Street Advisors, LLC. David has been in the industry since 1984 and has experience providing financial advice to both individuals and businesses. David specializes in financial planning, portfolio management, and pension consulting. David holds a Series 6, 7, 24 and 63 license, as well as the SIE exam and is a Chartered Financial Consultant.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
08/28/2020 - Present
Lion Street Advisors, LLC (CEDAR RAPIDS IA)
IA
03/01/2013 - 09/25/2020
LPL FINANCIAL LLC (CEDAR RAPIDS IA)
IA
07/25/1996 - 03/01/2013
SUNSET FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
CA
01/20/1994 - 01/08/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
01/27/1992 - 01/26/1994
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
02/08/1990 - 01/15/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
05/10/1989 - 12/31/1989
BERTHEL, FISHER & FLEISCHMAN FINANCIAL SERVICES, INC.
IA
03/02/1987 - 12/31/1989
BERTHEL, FISHER & FLEISCHMAN FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NA
04/14/1986 - 03/16/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/18/1984 - 03/12/1987
KCL SERVICE COMPANY
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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