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David F
Series 63
Peoria, AZ
LPL Financial
David Fellows is a financial advisor with LPL Financial in Peoria, Arizona, holding a Series 63 designation and possessing 33 years of industry experience. He has been with LPL Financial since 2008 and also operates Fellows Tax & Financial Service, which provides tax preparation, accounting, and non-variable insurance services. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a variety of model portfolios, third-party research, and advanced technologies.
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