Adviser and broker representative · LPL Financial LLC
David L. Weible
CRD 1919043 · Valencia, CA
At a glance
David L. Weible is an investment adviser representative with LPL Financial LLC in Valencia, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1998, about 28 years ago. David is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- LPL Financial LLCSince September 1998Valencia, CA · $819B in regulatory assets
- Envision Wealth Management, Inc.Since January 2007Valencia, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.