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David Padgett

Farnsley Advisors

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About David Padgett

David Padgett is a registered investment advisor representative with Farnsley Advisors. David has been in the industry since 2019. David holds the Series 7TO, SIE and Series 66 licenses. David is a basketball analyst for ESPN and has been involved in coaching and working with athletes for over 20 years. David's background in athletics and coaching provides a unique perspective to his investment advisory services. David works with individuals and families, offering both financial planning and portfolio management services.

Firm Information

David Padgett is currently registered with Farnsley Advisors. Farnsley Advisors is an investment advisory firm with a focus on financial planning and portfolio management for individuals and businesses. They have a team of experienced professionals and manage over $80 million in assets for over 500 clients.

$80.25M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Padgett’s Registration & Firm History

KY

12/16/2023 - Present

Farnsley Advisors (LOUISVILLE KY)

KY

01/30/2020 - 09/08/2023

MORGAN STANLEY (Louisville KY)

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Licenses & Designations

BOTH

Issued 02/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Padgett.
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