David Coulter (CRD# 2587409) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Bremerton, WA and has over 25 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Bremerton, WA | Jul 2017 - Current | 6 |
| Infinex Investments, Inc. | Meriden, CT | Oct 2016 - Jun 2017 | < 1 |
| First Federal Savings And Loan | Silverdale, WA | Oct 2016 - Jun 2017 | < 1 |
| Sigma Financial Corporation | Ann Arbor, MI | Jun 2005 - Sep 2016 | 11 |
| Spc | Ann Arbor, MI | Jun 2005 - Sep 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
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