Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Erskine is a financial professional with over 10 years of experience. David is a registered representative of Avantax Advisory Services and holds the Series 7, Series 66 and SIE licenses. David has been actively involved in the financial industry since 2013, having previously worked with 1st Global Capital Corp. David has also held a position as a partner in a CPA firm. David is a partner in Busby Sanford Brady CPA PLC and is a Registered Representative with Avantax Investment Services, Inc. and Avantax Advisory Services. David currently resides in Tucson, AZ and specializes in wealth management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
AZ
10/25/2019 - Present
Avantax Advisory Services (TUCSON AZ)
AZ
03/01/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TUCSON AZ)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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