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David Anthony Dutton

United Brokerage Services, Inc.

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About David Anthony Dutton

David Anthony Dutton is a registered representative with United Brokerage Services, Inc. based in Greenville, North Carolina. David has been in the securities industry since October 15, 2019, and has experience with Equitable Advisors, LLC. David is registered in North Carolina and South Carolina and offers both investment advisory and brokerage services.

Firm Information

David Dutton is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Dutton’s Registration & Firm History

NC

04/06/2023 - Present

United Brokerage Services, Inc. (Greenville NC)

NC

08/22/2019 - 02/09/2023

EQUITABLE ADVISORS, LLC (GREENVILLE NC)

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Licenses & Designations

BOTH

Issued 07/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Anthony Dutton.
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