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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 Brian Test is an active financial advisor, registered in Texas and other states. David is registered with Avantax Advisory Services and has been in the industry since 1994. David holds the Series 6, 7, 24, 26, 63, and 66 securities licenses. David has experience with insurance sales, providing financial planning services, and working as a group fitness instructor. David is passionate about helping clients reach 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/09/2021 - Present
Avantax Advisory Services (Frisco TX)
TX
01/29/2009 - 08/12/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
TX
03/23/2007 - 06/23/2008
MML INVESTORS SERVICES, INC. (PLANO TX)
TX
03/25/1997 - 02/28/2007
HARTFORD EQUITY SALES COMPANY INC. (PLANO TX)
CO
06/07/1993 - 12/18/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 05/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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