David R Carson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCSep 2026 to now
- Teachers Federal Credit UnionSep 2026 to now
- UnemployedJun 2026 to Sep 2026
- Edward JonesOct 2023 to Jun 2026
- UnemployedJun 2022 to Oct 2023
- Coalition GreenwichJun 2021 to Jun 2022
- UnemployedNov 2020 to Jun 2021
- R&t Deposit SolutionsJul 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2437709
- Firm CRD
- 6413