Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David-louis? Claim Your ProfileDavid-louis Browne is a financial advisor with Captrust, a firm specializing in providing financial and investment services to individuals and businesses. David-louis has been working in the financial industry since 2018, holding various positions at firms like Vanguard and Kestra Investment Services. David-louis has successfully completed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Investment Adviser Law Examination (Series 65) and the General Securities Representative Examination (Series 7). David-louis is licensed to provide financial advice in Florida, New Jersey, and Texas. At Captrust, David-louis offers a range of services including financial planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/21/2023 - Present
Captrust (Tampa FL)
PA
04/10/2019 - 02/10/2022
KESTRA INVESTMENT SERVICES, LLC (BERWYN PA)
PA
10/23/2018 - 03/18/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David-louis Browne is the right advisor for you? Invested Better is here to help.
