David AanderudCRD Number: 6113667
Current Firm: Lpl Financial LLC
David Aanderud (CRD# 6113667) is an Investment Advisor Representative working at Lpl Financial LLC in Richland, WA and has over 7 years of experience in the finance industry.
Commonwealth Financial Network
D.a. Davidson & Company
|Lpl Financial LLC||Richland, WA||May 2022 - Current||1|
|Cuna Mutual Group||Waverly, IA||Mar 2021 - Current||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2021 - Current||2|
|Unemployed||Richland, WA||Nov 2020 - Mar 2021||< 1|
|Mutual Of Omaha Investor Services||North Charleston, SC||Jan 2019 - Oct 2020||1|
|Mutual Of Omaha Insurance Company||North Charleston, SC||Jan 2019 - Oct 2020||1|
|Wells Fargo Clearing Services, LLC||Charleston, SC||Nov 2016 - Dec 2018||2|
|Wells Fargo Bank Na||Charleston, SC||Dec 2011 - Dec 2018||7|
|Wells Fargo Advisors, LLC||Charleston, SC||Mar 2016 - Nov 2016||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2016|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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