Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duncan Healea is a registered representative with First Command Advisory Services, Inc. and First Command Financial Planning, Inc. David has been in the securities industry since 2013 and has been registered with First Command Advisory Services since 2015. David has a Series 66, Series 7 and SIE license and is registered in Idaho. David works out of the First Command Advisory Services branch office in Fort Worth, Texas. David specializes in financial planning and portfolio management for individuals and specializes in working with high net worth individuals.
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.
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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TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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