David Allen Strandin
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you David Allen Strandin? 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
12 years in the industry.
- LPL Financial LLCJul 2023 to now
- Bok Financial Securities, Inc.Jan 2020 to Jul 2023
- BOKF, NAJan 2020 to Jul 2023
- Quadcap Wealth ManagementJun 2019 to Oct 2019
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2019
- Morgan StanleyAug 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 6030486
- Firm CRD
- 6413