Unclaimed
David Alton Flippo is an investment advisor representative at First Command Advisory Services. David has been in the securities industry for 10 years. He is licensed to sell securities in 10 states, including California, Nevada, and Texas. David is a Series 66, Series 7, and SIE licensed holder. His primary business is providing financial planning and portfolio management services to individuals. He also serves as the President of Flip’s Family Fun DBA HobbyTown St George.
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.
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
10/07/2019 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 09/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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