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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 Burson is a financial advisor associated with Avantax Advisory Services. He is currently registered with the state of Missouri and New York as a Registered Representative and Investment Advisor Representative. David has been working in the financial services industry since October 2006. He has a background in tax and accounting, having worked at DSB Services, LLC dba Padgett Advisors since October 2006. David has a Bachelor of Science in Accounting from the University of Missouri-Kansas City. David is committed to providing his clients with personalized financial advice and guidance. He believes in building strong relationships with his clients and understanding their individual needs and goals. David is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.
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
MO
12/14/2023 - Present
Avantax Advisory Services (Lees Summit MO)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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