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VERIFIEDFernando Davila III
LPL Financial - DBA JD Prime Investment Services
4400 Nelson Rd
Lake Charles, LA 70605
337-656-7320
About LPL Financial - DBA JD Prime Investment Services
If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, many people struggle to tell if they're prepared for retirement. You may also feel that there is a lack of good financial information available to most individuals.
It's important to me, as a Wealth Advisor, that our process starts with you and is guided by your why so that together we craft a plan that's truly yours. By getting a thorough understanding of who you are and your vision moving forward, we can plan a course designed specifically for your wants and needs. No matter what life stage you're in, when you plan properly, goals and the path to retirement can become clearer. Peace of mind and financial confidence can be created.
At JD Prime Investment Services, we work to provide a relationship-driven approach to wealth management that ensures you feel heard and are seen as more than just a number. We specialize in guiding business owners, plant workers, families and individual investors across Louisiana through retirement transitions, life insurance reviews, tax strategies, estate planning and educational savings.
Take that step today and contact us. We look forward to serving you and your family.
See Disclosures
General Information
Firm Start Year
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
9
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
Services
Investment Types
Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net 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.