David R Shively
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 LLCAug 2025 to now
- Cherry Grove Fire DepartmentMay 2024 to now
- J.P. Morgan Securities LLCMay 2025 to Aug 2025
- JPMorgan Chase Bank, N.A.May 2025 to Aug 2025
- Bank of America, N.AApr 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to May 2025
- Canopy Mortgage LLCDec 2023 to May 2024
- Huntington National BankJul 2023 to Dec 2023
- Coast One MortgageFeb 2023 to Mar 2023
- Newrez,LLCFeb 2023 to Mar 2023
- Cardinal FinancialJan 2022 to Jul 2023
- Huntington National BankSep 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7061557
- Firm CRD
- 6413