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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brasfield is a financial professional with over 20 years of experience in the financial services industry. David has a strong track record of success in providing investment advice and portfolio management services to a diverse clientele, including individuals, families, businesses, and institutions. David holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. David is currently registered as an investment advisor representative with Newedge Advisors, LLC. Previously, David has held roles with Hightower Securities, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/18/2024 - Present
Newedge Advisors (Scottsdale AZ)
AZ
01/20/2012 - 01/25/2018
HIGHTOWER SECURITIES, LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
AZ
10/02/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
IA
Issued 10/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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