Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Berdine is an Investment Advisor Representative at Badgley Phelps Wealth Managers. David has been in the financial industry since 1996, working in various roles at different firms including FRED ALGER & COMPANY, LLC, D.A. DAVIDSON & CO., and Patrick Capital Markets, LLC. David holds Series 63, Series 65, Series 7 and SIE licenses. David specializes in providing financial planning, portfolio management, and credit and cash management solutions.
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.
Credit and cash management solutions. insurance solutions
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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WA
06/10/2024 - Present
Badgley Phelps Wealth Managers (SEATTLE WA)
NY
08/29/2022 - 05/22/2024
FRED ALGER & COMPANY, LLC (NEW YORK NY)
WA
03/16/2021 - 08/10/2022
D.A. DAVIDSON & CO. (SEATTLE WA)
CA
11/13/2017 - 06/06/2019
PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)
ME
01/04/2007 - 02/03/2016
FORESIDE FUNDS DISTRIBUTORS LLC (PORTLAND ME)
ME
01/02/2002 - 12/31/2006
ASTON FUNDS DISTRIBUTORS, INC. (PORTLAND ME)
ME
10/04/2000 - 01/02/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
11/20/1998 - 08/15/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
WA
08/06/1996 - 01/23/1998
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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