David Earle Sweet, CFP

Overview

David Earle Sweet is an insurance agent, a registered representative and an investment adviser representative based in Brea, CA, with 24 years in the industry.

Years in the industry

24

States registered

6

Carrier appointments

22

Exams passed

4

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Registered in 6 states

• Producer
• Series 24
• Series 63
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Des Financial Group, LLCCurrent firm

Employment history since 2002

Carriers

22 active carrier appointments

Book and practice

Firm assets under management on file