Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Brown is a financial advisor with over 20 years of experience in the industry. David has worked for several firms, including RBC Capital Markets, LLC, First Clearing, LLC, Wachovia Securities, LLC, Scott & Stringfellow, Inc., and currently with D.a. Davidson & Co. and Davidson Investment Advisors, Inc.. David is registered as a Registered Representative in Virginia and offers investment advice and financial planning services. David's expertise includes a wide range of investment products and services, including portfolio management, financial planning, retirement planning, and educational seminars.
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.
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.
1
2
MT
05/13/2024 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
VA
07/05/2012 - 06/29/2023
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
MO
07/26/2006 - 06/25/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
09/28/2004 - 01/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
05/18/2000 - 09/02/2003
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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