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David T
CFP®, Series 66
Nixa, MO
LPL Financial
David Taylor is a financial advisor with LPL Financial who holds the CFP® designation and Series 66 license, with 18 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2007. Outside of advisory services, he is also an agent for non-variable insurance through Investor Services Insurance Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of representatives. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.
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