David Williamson, financial advisor Redding CA
93 score

David Williamson

CRD Number: 4514488
Current Firm: Lpl Financial LLC

David Williamson (CRD# 4514488) is an Investment Advisor Representative working at Lpl Financial LLC in Redding, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Redding, CA May 2007 - Current 9
G.a. Repple & Company Casselberry, FL Dec 2004 - May 2007 2
Sunset Properties Anderson, CA Aug 2000 - May 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for David H. Williamson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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