Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Colley is a financial advisor with Crux Wealth Advisors, registered with FINRA and the SEC. David has been in the financial services industry since May 13, 2001, and has extensive experience providing financial planning and portfolio management services. David also holds several licenses and certifications, including the Series 7, 9, 10, and 66 exams. David currently holds active registrations in 44 states as well as a registration for investment advising. David has a focus on serving individuals, as well as high-net-worth individuals, with a primary focus on the state of California. David also holds a real estate license.
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.
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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CA
08/03/2024 - Present
Crux Wealth Advisors (LONG BEACH CA)
CA
01/17/2020 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)
CA
05/14/2001 - 01/23/2020
WADDELL & REED (SHERMAN OAKS CA)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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