David Fanning, M.A., B.A.
Investment ConsultantWealth Consultant
David Fanning began his career in Financial Planning and Asset Management with Morgan Stanley in 1999. In July 2005 he became an Investment and Wealth Consultant Representative with LPL Financial. David currently holds the Series 7, 63, 65, 31, & AP registrations with LPL, as well as Life, Health, and Variable Life Insurance licenses.
David is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process (regardless of age or investment amount). He assists families in pursuing their own personal financial goals and helps formulate and deliver comprehensive strategies in support of each family's personal, financial philosophy. One of the benefits of working with David is his ability to provide clear, easily understood explanations of financial products and services. He is experienced, pro-active and loves to go the extra mile!
David is qualified to register in every state of the United States. Presently, David is registered to offer securities in the following states: AL, AR, CA, FL, LA, OH, TN, TX, VA.
David is married to Treva Williamson. Together they both enjoy sharing Christ, working outside, canoeing, hiking, playing tennis, frisbee golf and breeding Bernedoodles. They have two children: Brooke Rozell (a very successful broker/realtor in Ardmore TN and AL) and David Fanning (a very successful manager, producer and songwriter in Nashville, TN) and two grandsons.