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Adelaide Bianca (Abby) David is listed as Assistant to Financial Advisors at LPL Financial at LPL Financial, a company with 7900 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Adelaide Bianca (Abby) David.
Adelaide Bianca (Abby) David previously worked as Admin Solutions Consultant - Team Lead at Lpl Financial and Assistant to Financial Advisor at Westpac Wealth Partners. Adelaide Bianca (Abby) David holds Bachelor Of Business Administration - Bba, Finance, General from San Diego State University.
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Adelaide Bianca (Abby) David is a Assistant to Financial Advisors at LPL Financial at LPL Financial.
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Remote
As an Admin Solutions Consultant Team Lead, I manage a pilot-phased team by delegating tasks and projects while conducting quality control. We work closely with multiple advisors to maintain and grow their respective businesses. This includes crafting individualized financial plans, servicing new and existing accounts, and managing client relationships.
San Diego, California, United States
I assisted multiple advisors at WestPac Wealth Partners where I handled both aspects of investments and insurance. On the investment side, I submitted instructions for account activities on behalf of the advisor and end clients for account functions (New Accounts, Cash Management, and Transfers). On the insurance side, I handled both life and disability.
Greater San Diego Area
As an Accounting Clerk, I created daily Attendance and Revenue adjustments. This was accomplished by auditing Guest Arrival money bags, investigating and resolving account discrepancies, and coordinated with third-party vendors to create proper invoices.
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
Pam Beigh
Colleague at Lpl Financial
Napa, California, United States, United States
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Stephen Tulli
Colleague at Lpl Financial
Greater Philadelphia, United States
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Timon Ruth
Colleague at Lpl Financial
Rock Hill, South Carolina, United States, United States
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Rebecca Chiccino
Colleague at Lpl Financial
Suffolk County, Massachusetts, United States, United States
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Angela Johnson
Colleague at Lpl Financial
Columbus, Ohio, United States, United States
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Satik Nshanyan
Colleague at Lpl Financial
United States, United States
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Topher Lang
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Adam Marone
Colleague at Lpl Financial
Greater Philadelphia, United States
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Karl Mcginnis
Colleague at Lpl Financial
New York, New York, United States, United States
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Tee E
Colleague at Lpl Financial
Vista, California, United States, United States
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Quick answers generated from the profile data available on this page.
Adelaide Bianca (Abby) David works for LPL Financial.
Adelaide Bianca (Abby) David is listed as Assistant to Financial Advisors at LPL Financial at LPL Financial.
Adelaide Bianca (Abby) David is based in United States, United States, United States while working with LPL Financial.
Adelaide Bianca (Abby) David has worked for Lpl Financial, Westpac Wealth Partners, and Seaworld Parks & Entertainment.
Adelaide Bianca (Abby) David's colleagues at LPL Financial include Pam Beigh, Stephen Tulli, Timon Ruth, Rebecca Chiccino, and Angela Johnson.
You can use AeroLeads to view verified contact signals for Adelaide Bianca (Abby) David at LPL Financial, including work email, phone, and LinkedIn data when available.
Adelaide Bianca (Abby) David holds Bachelor Of Business Administration - Bba, Finance, General from San Diego State University.
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