Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott is a financial advisor with over 39 years of experience in the industry. David is registered with Cambridge Investment Research Advisors, Inc. and has a Series 6, 7 and 63 license. David is also a Registered Investment Advisor (RIA) and has experience providing financial advice to individuals, families, and small businesses. David has a strong commitment to providing his clients with personalized financial advice and strategies that help them reach their financial goals. He offers a variety of services, including financial planning, investment management, retirement planning, and insurance. David is dedicated to helping his clients achieve their financial goals and provide them with the peace of mind that comes from knowing that their financial future is secure.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
09/17/2019 - Present
Cambridge Investment Research Advisors, Inc. (Colleyville TX)
TX
06/06/2014 - 10/08/2019
LPL FINANCIAL LLC (COLLEYVILLE TX)
TX
12/06/2005 - 06/17/2014
METLIFE SECURITIES INC. (DALLAS TX)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
09/13/1983 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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