David Glenn Burk

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Coastal Federal Credit Union
  Raleigh, NC
• 12/2011 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Durham, NC

Previous Registrations

• 2011-12-07 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Durham, NC
  Durham, NC
  Durham, NC
  Mirrisville, NC
• 2005-03-17 → 2011-12-07
  Cuna Brokerage Services, Inc.
  Durham, NC
  Durham, NC
• 2002-03-20 → 2004-05-27
  Equitable Advisors, Llc
  Research Traingle Park, NC

Other Businesses

1. 05/15/2025: MassMutual; At reported business location(s); Non-Variable Insurance; Inv. related; start date 12/10/2010; 1hr/mo. during trading. 2. 06/03/2025 - Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  1999-12-31