Unclaimed
David Gareth Chatterton is a financial advisor with T. Rowe Price Associates, Inc. based in Colorado Springs, CO. David has over 10 years of experience in the financial services industry. David is registered with the state of Colorado and is a licensed securities professional. David has a Series 7, Series 66, and SIE license and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. David has previously worked for Thrivent Investment Management Inc., MML Investors Services, LLC, and MassMutual Financial Group.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
10/24/2017 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
TX
11/25/2015 - 10/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (ALLEN TX)
TX
04/24/2015 - 11/19/2015
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
06/10/2008 - 04/09/2015
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Chatterton is the right advisor for you? Invested Better is here to help.