Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marshall is a registered investment adviser with CapAcuity LLC. David has been in the industry for over 25 years. He is also a registered representative with CapAcuity Securities, Inc. David specializes in providing financial and investment advice to businesses, insurance companies, and non-qualified deferred compensation plans. David has a proven track record of success in 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.
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.
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.
Fees associated with offset of affiliated broker dealer
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2
FL
01/18/2019 - Present
Capacuity LLC (LAKE MARY FL)
FL
01/08/2019 - 03/13/2023
CAPACUITY SECURITIES, INC. (LAKE MARY FL)
FL
01/09/2015 - 12/31/2016
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
CA
03/11/2010 - 02/08/2013
NFP SECURITIES, INC. (PLEASANTON CA)
NY
05/04/1998 - 04/30/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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