Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William McCollum is a financial advisor with over 20 years of experience in the industry. David is currently registered with LPL Financial LLC and has held previous registrations with Edward Jones, First Allied Securities, Inc. and Morgan Stanley DW Inc. David has a strong background in providing financial advice to a variety of clients including individuals, families, businesses, and retirement plans. David holds Series 7, 31, and 63 securities licenses as well as Series 65 investment advisor license. David is committed to providing his clients with personalized financial planning and investment management services.
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
ID
05/23/2013 - Present
LPL Financial LLC (BOISE ID)
ID
10/23/2009 - 04/04/2013
EDWARD JONES (MERIDIAN ID)
ID
08/31/2005 - 10/26/2009
FIRST ALLIED SECURITIES, INC. (BOISE ID)
NY
11/21/1997 - 05/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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