Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Bannon is a financial advisor registered in Alabama, Georgia, Oklahoma, Tennessee, and Texas. David works at Capital Advisors, Inc. and has been with the firm since April 2016. David has worked in the financial industry for over 20 years. Prior to joining Capital Advisors, Inc., David worked at Quasar Distributors, LLC in Portland, Maine. David is also a registered representative of Capital Advisors, Inc., which is an investment advisory firm that focuses on providing financial advice to individuals, families, and businesses. The firm is headquartered in Tulsa, Oklahoma and has offices in Birmingham, Alabama and Nashville, Tennessee.
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.
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.
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
AL
11/14/2022 - Present
Capital Advisors, Inc. (BIRMINGHAM AL)
ME
01/19/2018 - 12/31/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
OK
06/14/2016 - 10/02/2017
MINSHALL & COMPANY INC. (TULSA OK)
AL
11/06/2000 - 02/18/2016
CHARLES SCHWAB & CO., INC. (BIRMINGHAM AL)
MN
06/26/1998 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/1998 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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