Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Taylor is a certified financial planner operating in Nixa, Missouri, with a total of 5 years of industry experience. Taylor is an employee of Lpl Financial LLC. Their career trajectory has included roles at Invest Financial Corp and Lpl Financial LLC. Taylor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Missouri, North Carolina, Oklahoma and Texas. Lpl Financial LLC is an advisory firm based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a broad 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
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 Taylor Work History
David has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Invest Financial Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of David Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Corpus Christi, TX
Arlington Heights, IL
Walnut Creek, CA
Sea Girt, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.