Lpl Financial LLC
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About this Advisor
David Gaynes is a certified financial planner and chartered financial consultant who works out of Atlanta, Georgia, who has been in the financial industry for 27 years. Gaynes currently works for Lpl Financial LLC. Gaynes has gained experience at Securities America, Inc, State Mutual Companies, Securities America Advisors, Inc, Integrated Support Services, Inc, Integrated Financial Group and Lpl Financial LLC. Gaynes maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia, Texas and Louisiana. Lpl Financial LLC is a business headquartered in Atlanta, Georgia. The company has offices in 8,011 locations and a total of 22,703 employees. It manages $153 billion in assets under management between its 680,466 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 899 charitable organizations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in investable assets. Lpl Financial LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services are provided. Fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Gaynes Work History
David has 27 years of experience.
Lpl Financial LLC
Integrated Support Services, Inc
Securities America, Inc
Securities America Advisors, Inc
Integrated Financial Group
State Mutual Companies
David Gaynes has no disclosures.
Please visit their SEC profile for more details.