David L. Archer
ONESEVEN | Financial Advisor
Beachwood, OH 44122
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CRD#: 4476321
Professional summary
David Lynn Archer II, CFP®, who also goes by David Lynn Archer II, David Lynn Archer Ii, David Lynn Archer, is a registered financial advisor currently at ONESEVEN located in Beachwood, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Akron, Ohio.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
David Lynn Archer Ii | David Lynn Archer Ii | David Lynn Archer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MGO One Seven d/b/a DWT Wealth. Investment-related. At registered location. RIA. Financial Advisor. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Revere Local School District. Not investment-related. 3496 Everett Rd, Richfield, OH 44286. Teaching. High school coach. 08/2019. 15 hrs/month. 5 hrs during trading hrs. High school golf coach.
CRS (Client Relationship Summary) - RIA
Click below to view David Lynn Archer II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
July 4, 2025 - Present
ONESEVEN
Office #1: 24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122Office #2: 3680 Embassy Pkwy Ste A, Akron, OH 44333RIA
CRD#: 283087
Beachwood, OH
Current
September 3, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 3680 Embassy Pkwy Suite A, Akron, OH 44333BD
CRD#: 35747
Akron, OH
Past
April 7, 2014 - July 1, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
AKRON, OH
Past
April 3, 2014 - July 1, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Akron, OH
Past
September 26, 2005 - April 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AKRON, OH
Past
September 23, 2005 - April 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AKRON, OH
Past
November 21, 2002 - September 26, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
CANTON, OH
Past
December 14, 2001 - September 26, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Ohio(7/7/2025)
RR
Ohio(9/3/2025)
IAR
Texas(7/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
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Contact information
Main Address
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
Mailing Address
Phone number
(216) 865-1700
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,846 |
| AUM (Assets Under Management) | $ 4,848,322,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONESEVEN
Financial AdvisorCRD#: 283087Beachwood, OH 44122TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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