David Brian Vaikness
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
Are you David Brian Vaikness? Claim your profile
Contact this firm
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 LLCAug 2025 to now
- First Horizon Advisors, Inc.Jan 2024 to now
- AxtellaDec 2023 to Jan 2024
- Self EmployedSep 2023 to Jan 2024
- Wells Fargo Clearing ServicesNov 2022 to Sep 2023
- Wells Fargo BankOct 2022 to Sep 2023
- CitigroupDec 2018 to Oct 2022
- Bancwest Investment ServicesSep 2016 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2808030
- Firm CRD
- 6413