Unclaimed
David Joel Brower is a financial advisor with over 20 years of experience in the industry. David is registered with Private Advisor Group, LLC and provides financial planning, portfolio management, and other advisory services. David is also registered with LPL Financial LLC and has worked for various firms throughout his career. David is a Certified Financial Planner™ and holds the Series 66, Series 7, and Series 31 licenses. He also has various state registrations, including those in Virginia, Texas, and Rhode Island.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
VA
12/13/2018 - Present
Private Advisor Group, LLC (Alexandria VA)
VA
06/08/2007 - 05/12/2010
MICG INVESTMENT MANAGEMENT, LLC (ALEXANDRIA VA)
VA
04/02/2007 - 06/12/2007
MORGAN STANLEY & CO., INCORPORATED (ALEXANDRIA VA)
VA
11/18/1999 - 04/02/2007
MORGAN STANLEY DW INC. (ALEXANDRIA VA)
BOTH
Issued 12/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Brower is the right advisor for you? Invested Better is here to help.