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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 Bronn Westra is a registered Investment Advisor Representative with Captrust. David has been in the industry since November 2006. David holds the Series 65 license. David is currently registered in Arizona and has been registered in Arizona since February 2021. David specializes in serving a variety of clients including high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and state or municipal government entities. David is associated with the Captrust office located in Phoenix, Arizona.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
02/22/2021 - Present
Captrust (Phoenix AZ)
IA
Issued 01/23/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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