Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Howard McCord is a financial advisor with Independent Financial Group, LLC. David has been in the industry since 1991. David is a registered Investment Advisor Representative in Texas. David is also registered as a Registered Representative (Series 7) and General Securities Principal (Series 24) in Texas. David holds Series 63 and Series 65 licenses and has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. David has worked previously with Cambridge Legacy Securities L.L.C. and AIG Financial Advisors, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/13/2023 - Present
Independent Financial Group, LLC (DALLAS TX)
OK
09/17/2008 - 05/15/2012
CAMBRIDGE LEGACY SECURITIES L.L.C. (TULSA OK)
TX
10/31/2005 - 09/18/2008
AIG FINANCIAL ADVISORS, INC. (DALLAS TX)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/16/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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