David Elster (CRD# 5942847) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry. David Elster 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# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | San Diego, CA | Feb 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Jun 2020 - Feb 2022 | 1 |
| Wells Fargo Bank, Na | San Diego, CA | Jun 2020 - Feb 2022 | 1 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2017 - Apr 2020 | 3 |
| Waddell & Reed Inc. | San Diego, CA | Aug 2016 - Jan 2017 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | San Diego, CA | Sep 2015 - Jan 2017 | 1 |
| Waddell & Reed, Inc. | Louisville, KY | Sep 2015 - Aug 2016 | < 1 |
| Hope From Harper, Inc. | Georgetown, IN | Apr 2015 - Jun 2016 | 1 |
| Bni Regional Office | Nashville, TN | Nov 2015 - Feb 2016 | < 1 |
| Bank Of America, Na | Louisville, KY | Jun 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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