David M Garres
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, Inc.Oct 2020 to May 2022
- Cuna Mutual GroupOct 2020 to May 2022
- Cuso Financial Services, LPMay 2019 to Oct 2020
- PNC InvestmentsSep 2018 to May 2019
- Pruco Securities LLCMar 2018 to Aug 2018
- The Prudential Insurance Company of AmericaMar 2018 to Aug 2018
- UnemployedOct 2017 to Feb 2018
- Cetera Investment Services LLCDec 2013 to Oct 2017
- Northwest AdvisorsJan 2013 to Oct 2017
- Northwest Savings BankDec 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4644663
- Firm CRD
- 6413