David Suderman
Registered Investment Advisor @ Sovereign Private Wealth Strategies | Series 7, 65, 6, 63
- Role
- Registered Investment Advisor at LPL Financial
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About David Suderman
As a Registered Investment Advisor at LPL Financial, I offer securities and advisory services to help individuals and families achieve their financial goals. With a background in clinical psychology, I have a unique perspective on the emotional and behavioral aspects of money management, and I use it to empower my clients to make informed and confident decisions.I have been in the financial services industry for over 10 years, working with two main groups: those who are starting their financial journey, and those who are planning for retirement. I have developed a process that combines financial planning, investment management, and ongoing education to provide customized and comprehensive solutions. I have also helped many clients secure large contracts, increase their savings rate, and optimize their tax efficiency. My passion is to see my clients grow and change and take control of their money in their own lives.
Experience
Registered Investment Advisor
Mar 2023 — Present · Dallas, TX, US
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Sam Houston State University
Master’s Degree, Clinical Psychology
2008 — 2010
Ouachita Baptist University
Psychology, Clinical Psychology
2004 — 2008
Skills
- Strategic Planning
- Microsoft Excel
- Powerpoint
- Project Management
- Recruiting
- Management
- Finance
- Customer Service
- Insurance
- Leadership
- Financial Analysis
- Microsoft Office
- Sales
- Microsoft Word
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