Interview with David Cargill Financial Advisor with LPL Financial

Mr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish.

Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual plan reviews, fund analyses, and other administrative tasks. He also provided portfolio management and financial planning services to individual clients. Prior to his financial career, David spent five years with a non-profit organization, where his responsibilities included fundraising, recruiting, and supervising of team members. David’s business studies, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and the development of long-term client relationships.

Learn More: https://cst-lpl.com/

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