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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 Franklin Painter is a financial advisor who has been in the industry since 1994. David Painter is a registered representative of Southern Financial Group, LLC and is also a Certified Financial Planner and a Personal Financial Specialist. David Painter has been with Southern Financial Group, LLC since 2006 and has also worked with Triad Advisors, LLC since 2001. Southern Financial Group, LLC is a Registered Investment Advisor firm that provides a range of financial services, including financial planning, portfolio management, consulting, tax preparation, and estate settlement services. David Painter provides services for high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. David Painter has been registered with the state of Alabama since 2007 and is also registered with the state of Florida, Georgia, and Alabama as a broker-dealer.
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.
Consulting, tax preparation, estate settlement services
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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2
AL
02/13/2007 - Present
Southern Financial Group, LLC (BIRMINGHAM AL)
AL
01/02/2001 - 08/23/2024
TRIAD ADVISORS LLC (BIRMINGHAM AL)
MA
01/10/1994 - 12/31/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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