Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bankston is a financial professional with over 25 years of experience in the financial services industry. David has a strong background in providing financial advice to a variety of clients, including individuals, families, and small businesses. David holds a Certified Financial Planner designation and is currently registered as an Investment Advisor Representative with RWC For Life.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor or referral fees
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2
FL
02/15/2022 - Present
RWC FOR Life (LUTZ FL)
FL
06/09/2016 - 09/13/2018
FSC SECURITIES CORPORATION (LAKEWOOD RANCH FL)
FL
09/05/2011 - 02/04/2014
AUSDAL FINANCIAL PARTNERS, INC. (LUTZ FL)
FL
11/08/2006 - 12/31/2009
AUSDAL FINANCIAL PARTNERS, INC. (LUTZ FL)
FL
09/11/2003 - 10/31/2006
QA3 FINANCIAL CORP. (LUTZ FL)
NE
01/17/2001 - 09/09/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
IL
01/29/1999 - 02/02/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
AZ
05/30/1997 - 12/16/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
10/10/1996 - 06/04/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/08/1990 - 03/27/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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