David Vigil
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCJan 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Securities America AdvisorsAug 2022 to Jun 2024
- Securities America, Inc.Aug 2022 to Jun 2024
- Cetera Advisors LLCFeb 2019 to Aug 2019
- Cetera Investment Advisers LLCJan 2019 to Jul 2022
- Cetera Investment Services LLCJan 2019 to Jul 2022
- Meriwest Credit UnionJan 2019 to Jul 2022
- Dcn Wealth ManagementAug 2018 to Jan 2019
- Sorrento Pacific Financial, LLCAug 2018 to Jan 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors, LLCNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5265026
- Firm CRD
- 6413