Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burbie is a financial advisor with over 20 years of experience in the financial industry. David currently works as a registered representative for Columbia Management Investment Advisers, LLC. Previously, David has held positions at Morgan Stanley Distribution, Inc., Barclays Global Investors Services, Columbia Management Distributors, Inc., BACAP Distributors, LLC, Strong Investments, Inc. and Olde Discount Corporation. David is registered as a securities agent in 53 states and an investment adviser in 16 states, in addition to being registered with FINRA and a SRO. David has a diverse background in financial services, including experience in providing investment advice, conducting securities trading, and managing the assets of others. David is also a licensed broker.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
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2
MA
03/30/2012 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
CA
09/12/2007 - 03/29/2011
MORGAN STANLEY DISTRIBUTION, INC. (LOS ANGELES CA)
CA
11/09/2005 - 05/31/2007
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
MA
08/20/2005 - 10/14/2005
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
01/11/2001 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
WI
08/26/1996 - 07/13/1999
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MI
01/16/1996 - 04/03/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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