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Meet Dave

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

With more than 15 years of experience, Dave is skilled, friendly and knowledgeable. He works hard to understand your financial needs in order to help you select an investment plan that works best for you. He can assist you in understanding risk vs. reward, he can help review appropriate changes to your portfolio, or provide retirement solutions that fit with your goals. Regardless of your financial goals, talk to Dave. You’ll find he’s a great listener and his years of expertise will help you better understand how to invest. Put your money to work today. 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.

This information is not intended to provide specific investment or tax advice for any individual. Securities offered through LPL Financial, member FINRA / SIPCCheck the background of this investment professional on FINRA's BrokerCheck.

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.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of: WA, OR, ID, AZ, CA

  • Not FDIC/NCUA Insured
  • Not Bank/Credit Union Guaranteed
  • May Lose Value
  • Not Guaranteed by any Government Agency
  • Not a Bank/Credit Union