Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Houck is a financial advisor registered with Thrivent Investment Management Inc. David has been in the industry for over two years. He holds Series 7TO, Series 66, and SIE licenses. David has been working in the industry since 2023. He has previous experience in the technology industry. David is registered to provide advisory services in 15 states, including Georgia, Texas, California, Florida, and Illinois. He specializes in financial planning and portfolio management for individuals and families. David also serves as the President of his own private family foundation, the Houck Foundation.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
05/20/2024 - Present
Thrivent Investment Management Inc. (Alpharetta GA)
BOTH
Issued 04/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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