David Archibald (CRD# 1362633) is an Investment Advisor Representative working at Lpl Financial LLC in Redmond, WA and has over 5 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Spokane Valley, WA | Mar 2024 - Current | < 1 |
Borealis Capital LLC | Bellevue, WA | Feb 2023 - Mar 2024 | 1 |
Smi Capital Markets LLC | Bellevue, WA | Apr 2019 - Mar 2024 | 4 |
Smi Advisors LLC | Bellevue, WA | Apr 2017 - Mar 2024 | 6 |
Darius Capital Company | Wilsonville, OR | Jul 2012 - Jul 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2019 |
- WA
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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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