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Overview

Services

Advisor Services

  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 2 years Nov 2017 - Present
National Planning Cooperation 4 years, 1 month Oct 2013 - Nov 2017
Sagepoint Financial, Inc 4 years, 9 months Jan 2009 - Oct 2013

Designations & Memberships

  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by David Givnish

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I have a whole life policy w a $1m DB, $220k cash value . I have a 10m 20 yr lvl term policy. Should I 1035 to a UIL?
What are you hoping to accomplish with a 1035? Do you want higher returns in the form of interest or index credits? Are you looking to add features like lifetime access to the death benefit for chronic illness care cost reimbursement? How would you react to fluctuating interest credits in an IUL com...  (more)
Answered Jan 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 25, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    LPL Financial LLC

    Last updated on Aug. 19, 2019
      • $159.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 787K
        Accounts
      • $202.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions