Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Asbury is a financial advisor in Fort Collins, CO, with 38 years of experience. David is registered with Geneos Wealth Management, Inc. and is also a registered investment advisor. Prior to joining Geneos Wealth Management, Inc., David was a financial advisor at Royal Alliance Associates, Inc. David provides financial planning services, pension consulting, educational seminars, and portfolio management services for individuals and businesses. David has a strong track record of success in helping clients achieve their financial goals.
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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CO
03/25/2022 - Present
Geneos Wealth Management, Inc. (Fort Collins CO)
CO
03/01/1994 - 04/25/2008
ROYAL ALLIANCE ASSOCIATES, INC. (FORT COLLINS CO)
CA
02/21/1989 - 03/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
KS
02/24/1984 - 03/01/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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