David Grubbs

Dave is a Certified Public Accountant (CPA) and tax consultant for LLG Financial. Along with 30 years in the financial services field, his in-depth CPA knowledge helps everyone at LLG handle client questions, especially those relating to estate and income taxes. Dave has a long string of additional financial planning designations including a CERTIFIED FINANCIAL PLANNER^TM (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant (ChFC®). He also has his Life and Health, Series 7, 63, and 65 securities registrations with LPL Financial as well as several supervisory licenses. Dave is a FINRA Arbitrator, a member of the North Carolina Association of CPAs and a commercial jet pilot/flight instructor. He is married to Chris Anthony who is also a pilot.

Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2012.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.