Fernando Davila III

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About Fernando Davila III

See Disclosures

General Information

CRD#

6862719

Firm CRD#

6413

Insurance License#

761096

Name of Broker/Dealer

LPL FINANCIAL LLC

Name of Custodial Firm

LPL FINANCIAL LLC

States Licensed in

LA, TX

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Hourly, Based on Assets, Commissions, Flat Fee

Education

Business Administration -

Spring Hill College
09/06/1999 -12/17/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliates. JD Bank and JD Prime Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using JD Prime Investment Services, and may also be employees of JD Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of JD Bank or JD Prime Investment Services.

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Paladin Research Report For:

LPL Financial - DBA JD Prime Investment Services