Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Deffinbaugh is a financial advisor with over 25 years of experience in the industry. David has a wide range of experience with various investment firms, including Avantax Investment Services, Inc., Northwest Investment Advisors, Inc., Securities America, Inc., and Brecek & Young Advisors, Inc. David is currently registered with Verus Capital Partners, LLC, which offers a variety of investment advisory services.
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.
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2
MT
01/04/2024 - Present
Verus Capital Partners, LLC (Great Falls MT)
MT
06/17/2019 - 05/21/2021
AVANTAX INVESTMENT SERVICES, INC. (Great Falls MT)
MT
12/01/2016 - 06/14/2019
NORTHWEST INVESTMENT ADVISORS, INC. (Great Falls MT)
MT
01/23/2009 - 11/30/2016
SECURITIES AMERICA, INC. (GREAT FALLS MT)
MT
12/12/2003 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (GREAT FALLS MT)
WA
12/15/2000 - 12/12/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
PA
05/28/1999 - 12/22/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
AZ
04/13/1999 - 05/25/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
GA
08/01/1997 - 04/21/1999
WMA SECURITIES, INC. (DULUTH GA)
CT
12/19/1996 - 06/30/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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