Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kirby is a financial advisor who has been in the industry since 1994. David is currently registered with Truist Advisory Services, Inc. in Charleston, West Virginia. David has been with Truist Advisory Services, Inc. since February 2021. Prior to that, David worked at BB&T Securities, LLC in Richmond, Virginia. David specializes in providing financial advice to individuals and businesses. David is also a member of the board of trustees for Concord University Foundation, Inc. and the Secretary/Treasurer of the board of directors for Carnegie Hall Foundation, Inc. David has been recognized as a top advisor in the industry.
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.
Wrap fee product and financial profiling services using desktop software
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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WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
08/22/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
06/22/2012 - 09/05/2018
J.J.B. HILLIARD, W.L. LYONS, LLC (CHARLESTON WV)
WV
09/17/2004 - 07/06/2012
SCOTT & STRINGFELLOW, LLC (CHARLESTON WV)
MO
03/09/2000 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
05/04/1999 - 03/10/2000
DAVENPORT & COMPANY LLC (RICHMOND VA)
NC
06/30/1994 - 03/26/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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