Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Bethel is an investment advisor representative. David has been in the industry for over 20 years. David is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since January 2017. David is also registered with the state of Missouri and Texas as an investment advisor representative. David specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and 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.
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
MO
01/04/2023 - Present
Cambridge Investment Research Advisors, Inc. (Kirksville MO)
MO
01/27/2017 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Kirksville MO)
MO
10/22/2007 - 01/30/2017
NATIONAL PLANNING CORPORATION (CRYSTAL CITY MO)
MO
10/01/2002 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)
TX
08/02/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Bethel is the right advisor for you? Invested Better is here to help.
