David Pickler (CRD# 1259773) is an Investment Advisor Representative working at Commonwealth Financial Network in Collierville, TN and has over 40 years of experience in the finance industry. David Pickler 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.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Memphis Divorce Financial Consultants | Collierville, TN | Jan 2017 - Current | 7 |
| Commonwealth Financial Network | Waltham, MA | Oct 2015 - Current | 8 |
| Pickler & Bailey Financial Planning | Collierville, TN | Jul 2013 - Oct 2015 | 2 |
| Pickler Wealth Advisors, LLC | Collierville, TN | Jun 2005 - Oct 2015 | 10 |
| Lpl Financial Llc (f.k.a) Linsco/private Ledger Corp | Collierville, TN | Mar 2005 - Oct 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | May 1992 |
- TN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
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- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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