Meet Dave

Skill and Experience

 

When you work with the O Bee Investment team, we make sure you receive personal, one-on-one, service. It’s easy to see why so many people have put their trust in us. We take the time to listen to your situation, understand your goals and collaborate with you to help find the right strategy for you and your investments.

DAVE LITTLETON, LPL Financial Advisor 

Dave Littleton has over 20 years of experience as a financial planner. He believes the first step in understanding your financial needs is to listen. Your goals, dreams, objectives, and risk tolerance are the foundation of developing an investment plan that works best for you. Dave can assist you in understanding risk vs. reward, reviewing appropriate changes to your portfolio, or providing retirement solutions that fit with your overall plan. Talk to Dave and put your money to work today. You’ll find his skill, knowledge and friendly approach will help you better understand the many options available to you as an investor. Sign up here to make an appointment. Dave’s consults are free of charge with no obligation to O Bee Members and non-Members alike.

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LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). 

Insurance products are offered through LPL or its licensed affiliates. O Bee Credit Union and O Bee Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using O Bee Financial Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, O Bee Credit Union or O Bee Financial Services . Securities and insurance offered through LPL or its affiliates are: 
 

• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value

O Bee Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

O Bee Financial Services is not registered as a broker-dealer or investment advisor.