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/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Samuel Dixon, RFC Co-Founder of Oxford Advisory Group - May 20, 2024
- Episode #64 – Boomers Moving In With Kids – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - May 15, 2024
- Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification - May 15, 2024