Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burl Scurlock is a financial advisor currently registered with Charles Schwab & CO., Inc. David has been working in the financial industry since 1992. David is licensed in all 50 states for Broker-Dealer services and is also a registered Investment Advisor in Indiana. OptionsXpress, Inc. was David's previous employer. David has experience in various financial products, including securities, options, and commodities.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
12/11/2009 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
09/02/2011 - 12/31/2013
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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