David Hellinger, LPL Financial Advisor

David Hellinger, LPL Financial Advisor Advisor with 20 years experience specializing in customized and comprehensive financial plans Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Cheers to new goals, new opportunities, and new beginnings. Happy New Year!
01/01/2026

Cheers to new goals, new opportunities, and new beginnings. Happy New Year!

We hope you and your family have a Merry Christmas!
12/25/2025

We hope you and your family have a Merry Christmas!

Don’t leave money on the table. Double-check your 401(k) contributions and ensure you’re getting the full employer match...
12/02/2025

Don’t leave money on the table. Double-check your 401(k) contributions and ensure you’re getting the full employer match.

Happy Birthday to our favorite financial advisor! 🥳Your dedication to guiding clients toward their financial goals inspi...
10/07/2025

Happy Birthday to our favorite financial advisor! 🥳Your dedication to guiding clients toward their financial goals inspires us every day. We’re grateful for your leadership and the care you show to every client and team member. Cheers to another year of making a difference—both in and outside the office!🎂🎈🍾

📝 Handwritten wills (also known as holographic wills) are legal in North Carolina—but only if they meet specific require...
07/16/2025

📝 Handwritten wills (also known as holographic wills) are legal in North Carolina—but only if they meet specific requirements.

They must be entirely in your handwriting, signed, and stored in a meaningful place. While they might seem like a quick solution, these types of wills can create complications if not carefully done.

⚖️ If you're thinking about using or reviewing a handwritten will, it’s worth understanding the risks.

🔗 Learn more about how they work in NC:
https://farmlaw.ces.ncsu.edu/farm-succession/estate-planning/a-look-at-hand-written-hollographic-wills/

It's time to close the gap, raise the standard, and stand up for wages that reflect real value. 💪💵Let’s speak up—for our...
05/20/2025

It's time to close the gap, raise the standard, and stand up for wages that reflect real value. 💪💵
Let’s speak up—for ourselves, our families, and our future.

📓✍️ Happy National Notebook Day!Whether it's for journaling thoughts, sketching ideas, or jotting down goals—there's not...
05/15/2025

📓✍️ Happy National Notebook Day!
Whether it's for journaling thoughts, sketching ideas, or jotting down goals—there's nothing like putting pen to paper. 📖❤️

🌟 Happy Monday! Time to set the tone for a productive week. Start today by taking one small step toward your financial g...
04/14/2025

🌟 Happy Monday! Time to set the tone for a productive week. Start today by taking one small step toward your financial goals – whether it's reviewing your budget, saving a little extra, or planning for the future. You've got this! 💪💰

Address

167 East Chatham Street, Suite 300
Cary, NC
27511

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