linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Frank Alfano

Archer Investment Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Frank Alfano

David Alfano is a financial advisor with Archer Investment Corp. David has been in the financial industry for over 20 years. David is licensed to provide investment advice in Connecticut. David is a registered investment advisor with Series 65 and Series 66 licenses. David also has a Series 7 license, which allows him to trade securities for clients. David is committed to providing his clients with the highest level of personalized service. David has worked at Ameriprise Financial Services, Inc, Securities America, Inc, and 1st Global Capital Corp. David specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies.

Firm Information

David Alfano is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Alfano’s Registration & Firm History

IN

03/19/2020 - Present

Archer Investment Corp. (CARMEL IN)

CT

09/28/2015 - 11/29/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Old Greenwich CT)

CT

02/02/2004 - 10/01/2015

SECURITIES AMERICA, INC. (OLD GREENWICH CT)

TX

11/10/1998 - 12/31/2003

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

Not sure if David Frank Alfano is right for you?

Licenses & Designations

IA

Issued 01/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/01/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Frank Alfano.
Not sure if David Frank Alfano is right for you?