Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vigil is a financial advisor in Ponte Vedra Beach, FL, with over 18 years of experience in the industry. David currently works for Vigil Wealth Management, LLC. David is registered with the state of Florida as an Investment Advisor Representative. David also holds Series 31, Series 7, and SIE licenses. David has previously worked for LPL Financial, SunTrust Investment Services, and Morgan Stanley. David holds a Certified Financial Planner designation.
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.
Consulting
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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FL
11/21/2019 - Present
Vigil Wealth Management, LLC (PONTE VEDRA BEACH FL)
FL
04/24/2017 - 11/03/2022
LPL FINANCIAL LLC (PONTE VEDRA FL)
FL
09/13/2016 - 04/27/2017
SUNTRUST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
06/01/2009 - 09/19/2016
MORGAN STANLEY (PONTE VEDRA BEACH FL)
FL
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PONTE VEDRA BEACH FL)
FL
12/17/2004 - 05/21/2008
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
BOTH
Issued 01/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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