Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Armond Bridgwood is a financial professional with over 23 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC and provides a variety of financial services to individuals, businesses, and institutions. Prior to joining Cetera Investment Advisers LLC, David was a financial advisor at VOYA FINANCIAL ADVISORS, INC., for 12 years. David is also a certified public accountant and has been in practice for over 28 years. He is passionate about helping his clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDDLEBORO MA)
MA
02/13/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDDLEBORO MA)
MA
01/17/2006 - 02/13/2009
U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (MIDDLEBORO MA)
AZ
11/30/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
11/26/1999 - 12/03/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/3/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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