David Moeller, CIMA®

Director of Investment Planning

David provides asset management solutions and investment strategies to the firms, clients, and advisors. David graduated from the Texas State University McCoy School of Business with a Bachelor of Business Administration in Finance. David holds a Series 7, 66 and General Lines licenses and was a financial advisor starting in 2004 and has held asset management roles with retail financial advisors since 2006. He has worked with LPL Financial-affiliated advisors since 2009.

 

David holds the Certified Investment Management Analyst(CIMA) designation earned at The Wharton School of Business at the University of Pennsylvania. He is a member of the Investment Management Consulting Association and the Financial Management Association. David won the 2010 Speaker of the Year award from the Financial Management Association. David also was a guest speaker at the 2011 LPL Financial Focus Conference.