linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Kevin Bergman

Percival Financial Partners, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Kevin Bergman

David Bergman is a financial advisor with over 16 years of experience in the industry. David is currently registered with Percival Financial Partners, Ltd. and is licensed to sell securities in 20 states. Before joining Percival Financial Partners, Ltd., David worked at Global Transition Solutions, Inc.. David holds the Series 63, Series 7 and SIE licenses.

Firm Information

David Bergman is currently registered with Percival Financial Partners, Ltd.. Percival Financial Partners, Ltd. is a Corporation formed in August 1996, based in California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. The firm has been approved for registration with the SEC and 23 state regulatory bodies.

Not reported

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Bergman’s Registration & Firm History

MD

03/10/2014 - Present

Percival Financial Partners, Ltd. (COLUMBIA MD)

NY

08/23/2006 - 02/14/2014

GLOBAL TRANSITION SOLUTIONS, INC. (NEW YORK NY)

Not sure if David Kevin Bergman is right for you?

Licenses & Designations

BC

Issued 08/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Kevin Bergman.
Not sure if David Kevin Bergman is right for you?