Jeffrey Andrew David

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

• 07/2016 → 09/2016
  National Planning Corporation
  St. Albans, MO
• 09/2016 → Present
  National Planning Corporation
  Saint Albans, MO
• 11/2017 → Present
  Lpl Financial Llc
  St. Albans Rd, MO

Previous Registrations

• 2016-11-25 → 2017-11-29
  National Planning Corporation
  St. Albans Rd, MO

Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 4 Hours Per Month/4 During Securities Trading. 2. 11/29/2017 - Resource One Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/13/2016 - 40 Hours Per Month/9 During Securities Trading. 3. 07/15/2019 - David Financial Services LLC - Not investment related - Home based - Business Entity For Tax/Investment Purposes Only - start date:03/11/2019 - 0 hrs/mo - 0 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21

Other Names

• Andrew David
• Jeffrey Andrew David
• Jeffrey Andrew David
• Jeffrey Andrew David