Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nicholas Freil is an Investment Advisor Representative associated with CliftonLarsonAllen Wealth Advisors, LLC. David has been in the industry since January 2025. David holds a Series 65 license. David has a background in education and has worked for various organizations in California. David is registered to provide advisory services in California.
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.
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.
1
2
CA
01/06/2025 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Carmel CA)
Active
Inactive
Not sure David Freil is the right advisor for you? Invested Better is here to help.
