Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gardner has been a registered investment advisor since 2004. David is currently employed by Diversify Wealth Management, LLC and also has previous work experience with Triad Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has been registered as a Broker-Dealer in 12 states, and also has a Series 66, Series 31, and a Series 7 license. David specializes in investment advisory services for individuals and financial planning.
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
UT
03/25/2024 - Present
Diversify Wealth Management, LLC (Orem UT)
UT
01/06/2012 - 05/11/2015
TRIAD ADVISORS, INC. (PROVO UT)
UT
08/05/2004 - 02/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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