Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davida? Claim Your ProfileDavida Carter is a financial advisor at LPL Financial LLC. Davida has been working in the financial industry since 1988. Davida is registered with the state of Florida. Davida is also a registered Investment Advisor representative. LPL Financial LLC has been providing financial advice for many years. LPL Financial LLC is a large firm with over $50 billion in assets under management. LPL Financial LLC offers a variety of financial services, including financial planning, investment management, and retirement planning. Davida is experienced in working with a wide range of clients, including individuals, families, businesses, and retirement plans. Davida is dedicated to providing her clients with personalized financial advice and guidance.
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
FL
03/24/2014 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
12/20/2000 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
MO
10/01/2000 - 12/22/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/10/1991 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/07/1990 - 07/01/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
05/09/1988 - 03/15/1990
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
06/23/1987 - 06/13/1988
LOCKPORT FINANCIAL SERVICES, INC.
NA
10/31/1986 - 03/12/1987
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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