David LankfordCRD Number: 862265
Current Firm: Taylor Securities, Inc.
David Lankford (CRD# 862265) is an Investment Advisor Representative working at Taylor Securities, Inc. in Brentwood, TN and has over 32 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Taylor Securities, Inc.||Brentwood, TN||Apr 2007 - Current||9|
|Suntrust Investment Services, Inc.||Nashville, TN||Jul 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S66||NASAA Uniform Combined State Law Examination||Mar 2001|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management247MILLIONS
Total Number of Accounts224ACCOUNTS
Average Account Value$1,101,532
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, KY, NC, TN, TX, VT
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