Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Houchins is a financial advisor with Truist Advisory Services, Inc. David has been in the financial services industry since 1988. David has a diverse background and has held positions at several firms including BB&T Securities, LLC and Scott & Stringfellow, LLC. David is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, Series 10, Series 63, Series 65, and Series 3 licensed professional. David is also registered in 53 states and the District of Columbia. David provides financial planning, portfolio management, and other advisory services to individuals, corporations, and other entities. David is committed to providing personalized and customized financial advice to help 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee product and financial profiling services using desktop software
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
WV
12/17/2020 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/17/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (LEXINGTON VA)
MO
10/01/1999 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/17/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/31/1993 - 07/21/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
09/20/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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