Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bond Root is a financial advisor with over 30 years of experience in the financial industry. David Root is currently registered with D.b. Root & Company, LLC in Pennsylvania and Texas. David Root has previously worked with Purshe Kaplan Sterling Investments in Albany, NY, Commonwealth Financial Network in Pittsburgh, PA, Walnut Street Securities, Inc. in El Segundo, CA, Integrated Resources Equity Corporation, and Cardell & Associates, Incorporated. David Root holds the Series 63, SIE, and Series 7 licenses. David Root is also a Certified Financial Planner.
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.
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.
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2
PA
04/30/2020 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
PA
10/01/2015 - 08/24/2016
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)
PA
10/31/1997 - 09/30/2015
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
CA
09/08/1989 - 10/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
02/02/1987 - 09/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/30/1984 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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