Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen Huffcutt is a financial advisor with over 25 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has held previous positions with TRIAD ADVISORS LLC, WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., SAGEPOINT FINANCIAL, INC., CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC. David holds several licenses and certifications, including the Series 6, 7, 24, 52, 53, 63 and 66. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. David has a strong track record of helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
GA
02/17/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
10/29/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/16/2014 - 07/29/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/16/2014 - 07/29/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/16/2014 - 07/29/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
07/27/2007 - 10/09/2008
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
07/27/2007 - 10/09/2008
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/22/2005 - 07/18/2007
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
02/21/2001 - 03/15/2005
CRI SECURITIES, LLC (ST. PAUL MN)
MN
03/31/1998 - 03/15/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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