Best Investors Account Sign in

David William Mccollum

LPl Financial LLC

Ephrata, WA

Boise, ID

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2013-05-23
  • ID RA
    APPROVED
    Since 2013-05-23

Branch Locations

925 Basin St. Sw, Ephrata, WA 98823 • United States

Boise, ID • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Meridian ID 04/2013 Present
  • 04/2013 → Present
    Lpl Financial
    Meridian, ID
Previous Registrations
  • 1998-02-11 → 2005-05-03
    Morgan Stanley Dw Inc.
    Boise, ID
Other Businesses

1. 4/30/2013: DBA ONLY; BOS WEALTH MANAGEMENT; MERIDIAN, ID

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-08
S63 Uniform Securities Agent State Law Examination 1997-11-21
  • S65 Uniform Investment Adviser Law Examination
    1997-12-08
  • S63 Uniform Securities Agent State Law Examination
    1997-11-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ephrata, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor