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David James Doehring

Quility Financial Advisors

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About David James Doehring

David Doehring is an investment advisor representative with Quility Financial Advisors. David has been in the securities industry since April 2016. David holds the Series 6, Series 63, and Series 65 licenses. He is also a licensed insurance agent. David has experience working with clients to help them reach their financial goals. David offers a variety of services, including financial planning, portfolio management, and selection of other advisors. David has worked with clients at GWN Securities Inc. and Transamerica Financial Advisors, Inc. David's professional experience also includes real estate sales.

Firm Information

David Doehring is currently registered with Quility Financial Advisors. Quility Financial Advisors is a registered investment advisor located in ROCKLEDGE, FL. The firm has 6 licensed agents and 1 registered representative. The firm manages approximately $44.5 million in assets, primarily for individuals and high-net-worth individuals. Quility Financial Advisors provides financial planning and portfolio management services.
Quility Financial Advisors

1950 ROCKLEDGE BLVD

ROCKLEDGE, FL 32955

$44.50M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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David Doehring’s Registration & Firm History

CA

08/21/2024 - Present

Quility Financial Advisors (LADERA RANCH CA)

FL

07/12/2021 - 11/11/2022

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

CA

04/08/2016 - 06/08/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (Temecula CA)

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Licenses & Designations

IA

Issued 04/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David James Doehring.
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