David Gaynes, financial advisor Atlanta GA

David Gaynes

CRD Number: 2159843
Current Firm: Lpl Financial LLC

David Gaynes (CRD# 2159843) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 29 years of experience in the finance industry. David Gaynes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Similar Advisors
Natalia Abbott, financial advisor Atlanta GA
Natalia E. Abbott
CRD# 5016374
Ubs Financial Services Inc.
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Atlanta, GA Aug 2011 - Current 9
Integrated Support Services, Inc. Atlanta, GA Jan 2004 - Aug 2011 7
Integrated Financial Group Atlanta, GA Oct 2003 - Aug 2011 7
State Mutual Companies Atlanta, GA Feb 1991 - Aug 2011 20
Securities America Advisors, Inc. Atlanta, GA Dec 2003 - Jul 2011 7
Securities America, Inc. Atlanta, GA Nov 2003 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for David H. Gaynes
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from David Gaynes and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.