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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 Brighton is a financial advisor with Fidelity Personal And Workplace Advisors in American Fork, UT. David Brighton has been in the financial services industry for over 20 years. He has a wide range of experience in providing financial advice to individuals, families, and businesses. David Brighton is registered to offer investment advisory services in Texas and Utah. David Brighton is also a Registered Representative and holds a Series 6, 7, 9, 10, 63, and 66. Fidelity Personal And Workplace Advisors is a large firm with over $1 trillion in assets under management. The firm offers a wide range of financial products and services, including financial planning, investment management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
12/20/2019 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
UT
09/29/2005 - 09/16/2015
FIDELITY BROKERAGE SERVICES LLC (OREM UT)
RI
04/02/2001 - 09/30/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
GA
07/09/1998 - 10/12/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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