Wells Fargo Advisors
42yrs
Top advisor by experience in Cranberry Township
15yrs
David Trafican
Financial advisor at LPL Enterprise
David Trafican has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Cranberry Township, Pennsylvania. David has been with LPL Enterprise since 2024; before that, David spent three years at Pruco Securities and three years at W&s Brokerage Services. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 136 advisors with offices in Cranberry Township, and one of 125 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at LPL Enterprise
Office2009 Mackenzie Way Suite 100 PMB 188, Cranberry Township, PA 16066
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2021 – 2024Pruco Securities, LLC.Previously
- 2019 – 2021W&s Brokerage Services, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Enterprise at 704-733-3300 and ask for David Trafican. David works from the Cranberry Township, PA office.
How long has David been a financial advisor?
David has been in the industry since 2011, about 15 years. More experience than 61% of advisors at LPL Enterprise.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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