Unclaimed
David Biggs is a financial advisor with Advisory Services Network. David has been in the financial services industry since 2005. He is registered with the state of Tennessee and holds the Series 66, Series 7, and SIE exams. David has experience in working with individual investors, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He provides a range of advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
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2
GA
01/04/2022 - Present
Advisory Services Network (ATLANTA GA)
TN
08/07/2015 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRENTWOOD TN)
MN
01/21/2014 - 08/11/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
01/05/2005 - 07/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BOTH
Issued 01/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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