linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Jacob Garff

Accuvest Global Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Jacob Garff

David Garff is an Investment Advisor Representative associated with Accuvest Global Advisors, Inc. David is also the CEO of MIG Inc. and has been in the industry since 1992. David's previous experience includes roles at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has Series 7, 31, 63, and 65 licenses and specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Businesses. David also has specialized knowledge in Investment Strategies, Market Sectors, and Portfolio Management.

Firm Information

David Garff is currently registered with Accuvest Global Advisors, Inc.. Accuvest Global Advisors, Inc. is an investment advisor registered with the SEC, headquartered in Provo, Utah. They provide advisory services to individuals, investment companies, other investment advisors, and corporations. The firm manages approximately $517.95 million in assets for 310 clients. They offer portfolio management for individuals, investment companies, and other investment advisors. They also offer research and consulting services for other advisors.
Accuvest Global Advisors, Inc.

3575 N. 100 E.

PROVO, UT 84604

$517.95M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

research & consulting for other advisers

Research & consulting for other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Garff’s Registration & Firm History

CA

12/16/2021 - Present

Accuvest Global Advisors, Inc. (WALNUT CREEK CA)

NY

07/18/1995 - 03/31/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

12/04/1992 - 07/20/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if David Jacob Garff is right for you?

Licenses & Designations

IA

Issued 08/19/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 11/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jacob Garff.
Not sure if David Jacob Garff is right for you?