Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brouillette is a financial advisor with over 28 years of experience in the industry. David is registered with Great Valley Advisor Group, Inc. and is licensed to provide investment advice in Minnesota and Wisconsin. David has a wide range of experience in the financial industry, including work with Securities America, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. David holds Series 7, 63 and 65 licenses and the SIE exam. In addition to providing investment advice, David also provides consulting services, financial planning, and educational seminars. David is committed to 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.
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.
Consulting services
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
12/12/2023 - Present
Great Valley Advisor Group, Inc. (Plymouth MN)
MN
09/24/2003 - 03/30/2022
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
NY
06/28/1994 - 09/25/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/07/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
01/18/1994 - 03/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1994 - 03/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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