Vice President Advisory Services

David Morehead, CRPS©, CPFA©

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David has been in the financial services industry since 2007. His area of expertise involve fee based consulting for both employee retirement plans and individual investors. He holds both his Series 7 and Series 66 FINRA registrations with LPL Financial as well many industry designations such as Chartered Retirement Plan Specialist, Accredited Investment Fiduciary and Professional Plan Consultant. David was also nominated as one of the 300 Most Influential Retirement Plan Advisors in 2010 by PlanSponsor Magazine. (Based on nominations from industry peers and quanitative factors, including number of plans and dollar value of plan assets under advisement.) These designations and accolades indicate the high level of proficiency David has when it comes to seeking to provide clients with the optimal solution for their retirement planning needs.

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David holds a Bachelor of Science Degree in Management Science from the University of California San Diego. His education there provided him with in depth knowledge of statistical analysis, economic theory and business management that he has parlayed into a career where he uses these skills maintain a high level of client satisfaction. Financial Consultant holds s7 and registered with LPL Financial as a representative.

CA Insurance Lic. #0F73156


Outside the office, David is very active in the San Diego baseball community. He played competitively at all levels of the game across the nation for 21 years before beginning to coach youth baseball teams in the area. He currently lives in Escondido with his wife, Miranda, and their two Basenjis, Puma and Elvis.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI