Who We Are
In July of 2016 Security Bank and LPL Financial entered into a relationship that now allows Security Investment & Retirement Services to offer our customers an array of investment and planning options that help our clients plan for the future and for the things that are important to them and their loved ones.
This established alliance with LPL Financial now allows our Financial Advisors to offer a full, complete and sophisticated platform of investment options that will assist our clients, their families and their businesses plan and hopefully reach their financial goals and dreams!
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning Magazine 1996-2016, based on total revenue.
Supporting Financial Advisors
LPL Financial offers financial advisors high-touch service, unbiased independent research, superior technology, and diverse investment products and platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best — help their clients to attain their financial goals and fulfill their life dreams.
Supporting Financial Institutions
As the nation's largest provider of insurance and investment services to banks and credit unions1, LPL Financial offers the products, tools, services, and flexibility financial institutions need to develop customized investment programs for their clients. And clients benefit from the convenience of having their diverse financial needs addressed at the bank or credit union they already know, trust, and do business with.
Dave has been a resident of Tulsa, OK since 2001 and attended Oral Robert University. After obtaining a Business degree in Management and Finance, Dave started working in the financial industry and has been practicing Investment Advisory services and Retirement Planning since 2005. Dave holds his FINRA Series 7, 65, 6 and 63 securities registrations with LPL Financial along with insurance licenses. Dave and his wife Alexandra enjoy traveling, doubles tennis, and the great outdoors. Dave is an avid fly fisherman and has a passion for restoring classic Ford Mustangs.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.