Unclaimed Profile

David William Altimont

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri

SIE, Series 6, Series 7, Series 26, Series 63, Series 65, Series 99TO21 years registeredLOCKTON INVESTMENT ADVISORS, LLC

444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 1253291Firm CRD# 144133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David William Altimont · KANSAS CITY, MO

Registration

CRD #1253291 · LOCKTON INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOCKTON INVESTMENT ADVISORS, LLC

CREATIVE PLANNING

Dec 2021 – May 2024

Dallas, TX

LOCKTON INVESTMENT ADVISORS, LLC

Jul 2007 – Apr 2022

DALLAS, TX

AIG FINANCIAL ADVISORS, INC.

Jan 2006 – Aug 2007

DALLAS, TX

WORLD CHOICE SECURITIES, INC.

Apr 2005 – Jan 2006

DALLAS, TX

WOODLANDS ASSET MANAGEMENT INC

Aug 2004 – Jan 2005

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · August 16, 2004

Years registered · 21

Disclosure History

2005Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LOCKTON INVESTMENT ADVISORS, LLC

CRD 144133 · SEC 801-68005

Employees

Total firm employees

Services offered by LOCKTON INVESTMENT ADVISORS, LLC

Per Form ADV

Other

View all advisors at LOCKTON INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David William Altimont offer?

David William Altimont is a registered financial advisor in KANSAS CITY, Missouri.

What are David William Altimont's credentials?

David William Altimont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Altimont located?

David William Altimont is based in KANSAS CITY, Missouri, last registered with LOCKTON INVESTMENT ADVISORS, LLC.

How does David William Altimont charge for services?

David William Altimont's firm is compensated through other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOCKTON INVESTMENT ADVISORS, LLC?

LOCKTON INVESTMENT ADVISORS, LLC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.

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Research

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