David Meade, LPL Investment Advisor Representative, has over 25 years of experience in the financial services industry. David holds FINRA Series 24, 7, 63, 65, 51 registrations with LPL Financial. He also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.
David's experience includes all aspects of financial planning and investment management, including retirement planning, David looks forward to working with clients to reach their goals. David graduated from the University of Connecticut with a Bachelor of Arts in Economics.
David is based at American Eagle Financial Credit Union, 4 Hammerhead Place, Cromwell. He is also available by appointment at the following branches: Hartford, Newington, North Haven, Plainville, and Southington. To schedule a complimentary financial consultation, contact David at 860.569.5550, ext. 5850, or [email protected].
American Eagle Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL advisory services.
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