David Richard Priore

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

• 04/2006 → Present
  Century Heritage Federal Credit Union
  Pittsburgh, PA
• 02/2013 → Present
  Lpl Financial Llc
  Pittsburgh, PA

Previous Registrations

• 2003-07-16 → 2013-03-05
  Cuna Brokerage Services, Inc.
  West Mifflin, PA
  Pittsburgh, PA

Other Businesses

(1) 2/28/13-DBA ONLY/CENTURY HERITAGE FINANCIAL ADVISORS/100%/PITTSBURGH,PA (2) 07/10/2013 - NON-VARIABLE INSURANCE - FIXED, NON VARIALBLE INCURANCE OUTSIDE LPL - 10% OF TIME SPENT - PITTSBURGH, PA (3) 05/15/2014 - CENTURY HERITAGE FEDERAL CREDIT UNION - BANK DUTIES - ASSIST CENTURY HERITAGE FEDERAL CREDIT UNION WITH MARKETING INITIATIVES - 15% OF TIME SPENT - PITTSBURGH, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1987-01-05