Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cain is an investment advisor representative registered with Castleview Partners, LLC. David has been in the industry since 2008 and is currently registered with the state of Texas. David has passed the Series 65 exam. David has also been associated with Lake Point Wealth Management, LLC, Shield Financial Group, Lake Point Advisory Group, LLC, Mercer Global Advisors, and Cain Financial Solutions, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
09/14/2023 - Present
Castleview Partners, LLC (DALLAS TX)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Cain is the right advisor for you? Invested Better is here to help.
