Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brounley is a financial advisor with over 39 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. David is currently registered with Valley Wealth Strategies, LLC, a Registered Investment Advisor firm with a hybrid structure, and is also registered with LPL Financial. David has a strong background in providing financial advice and portfolio management to individuals and families. David specializes in retirement planning, investment management, and estate planning. He is also a licensed real estate agent. David is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
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2
TX
07/29/2024 - Present
Valley Wealth Strategies, LLC (Lewisville TX)
MN
12/04/2015 - 06/22/2020
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
04/15/2010 - 03/01/2012
TRIAD ADVISORS, INC. (ISELIN NJ)
CT
11/25/1997 - 09/10/2009
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
07/30/1999 - 12/31/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
04/25/1997 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MN
09/29/1983 - 03/27/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/29/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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