Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bruce Davis is a financial advisor with Cambridge Investment Research Advisors, Inc. David has been in the industry since 1998 and has worked with FSC SECURITIES CORPORATION, H. BECK, INC., DIVERSIFIED SECURITIES, INCORPORATED, and WALDRON & CO., INC. David holds both Series 63 and 65 licenses, along with a Series 7 and SIE license. David specializes in Financial Planning, Portfolio Management, and Retirement Planning. David is committed to providing personalized financial advice and helping clients achieve 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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Austin TX)
TX
02/10/2017 - 10/09/2019
FSC SECURITIES CORPORATION (AUSTIN TX)
TX
05/05/2005 - 02/15/2017
H. BECK, INC. (AUSTIN TX)
CA
08/07/1998 - 05/20/2005
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
CA
09/26/1997 - 02/09/1998
WALDRON & CO., INC. (IRVINE CA)
IA
Issued 09/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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