Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Day is a financial advisor with BFC Planning, Inc. David is registered to provide investment advice in Texas. He has been working in the financial services industry since 2011. David holds a Series 65 license. He also holds the SIE exam. David is also a Financial Stewardship Team Member at Gateway Church in Southlake, TX. David helps clients with Financial Planning, selection of other advisors, and portfolio management for individuals.
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.
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.
Solicitor fee
1
2
TX
08/02/2023 - Present
BFC Planning, Inc. (DALLAS TX)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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