Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jason Dugger is a financial advisor with over 23 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 65 licenses. David is currently registered with Kestra Advisory Services, LLC in Richardson, TX and is also registered with the state of Texas as an Investment Advisor Representative. David's previous experience includes roles at CETERA ADVISOR NETWORKS LLC, WALNUT STREET SECURITIES, INC., and NATHAN & LEWIS SECURITIES, INC.
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.
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
TX
10/18/2018 - Present
Kestra Advisory Services, LLC (Richardson TX)
TX
09/03/2013 - 10/18/2018
CETERA ADVISOR NETWORKS LLC (RICHARDSON TX)
TX
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DALLAS TX)
NY
12/05/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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