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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

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.





 
 
Check the background of this investment professional here:


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured O Bee Credit Union deposits are not NCUA insured. These products are not obligations of O Bee Credit Union and are not endorsed, recommended or guaranteed by O Bee Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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

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.