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David Sever

Advisor at LPL Financial

Updated today

Location

Columbia, KY 42728

Credentials

Series 63, Series 65

Industry experience

34 years

About

David Sever is a financial advisor with LPL Financial in Campbellsville, KY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Community Trust Bank and LPL Financial since 2007. Sever serves on the executive, sales, marketing, and risk management committees for Community Trust & Investment Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and charities. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1005 Jamestown Street

Columbia, KY 42728

Most active in

Kentucky

Work history

Community Trust Bank

2007 - Present (19 years)

LPL Financial, LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Columbia, KY

Edward Jones

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