David Archibald, financial advisor Redmond WA

David Archibald

CRD Number: 1362633
Current Firm: Lpl Financial LLC

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.

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Professional Designations
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
Contact Info for David E. Archibald
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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