David Boyd Twombly

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

• 05/2004 → Present
  Lpl Financial, Llc.
  Greenfield, MA
• 12/2004 → Present
  Bay Financial Advisors, Inc.
  Waltham, MA

Previous Registrations

• 2004-12-08 → 2018-12-31
  Bay Financial Advisors, Inc.
  Waltham, MA
  Brattleboro, VT

Other Businesses

1. 5/27/2004 - DBA ONLY - BAY FINANCIAL ASSOCIATES, LLC - BRATTLEBORO, VT. 2. 1/27/2005 - BAY FINANCIAL ADVISORS, INC. * Registered Investment Advisor * INV REL * AT REPORTED BUSINESS LOCATION(S) * I provide financial planning and consulting services through Bay Financial Advisors, an independent investment advisor firm. I started this business activity in December, 2004. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 6/18/2008 - DBA ONLY - TWOMBLY WEALTH MANAGEMENT GROUP, LLC - BRATTLEBORO, VT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-03
• S63 Uniform Securities Agent State Law Examination
  1985-10-10

Designations

• Chartered Financial Consultant