Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greg Birrell is a financial advisor with over 20 years of experience in the financial services industry. David has a Series 6, 7, 31, and 63 license as well as a Series 65 license. David is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. David has previously been employed by Wells Fargo Advisors, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and H&R BLOCK FINANCIAL ADVISORS, INC. David specializes in providing financial advice to individuals and families, including investment management, retirement planning, and estate planning. David is also a licensed insurance agent and offers life insurance and long-term care insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/01/2010 - Present
Berthel, Fisher & Co. Financial Services, Inc. (PEORIA AZ)
AZ
05/16/2008 - 02/26/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
08/12/2002 - 05/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHOENIX AZ)
MI
06/18/2001 - 07/31/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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