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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ransom Megarity is a financial advisor at Wells Fargo Clearing Services, LLC. David has been in the industry since 1993 and has a broad range of experience in the financial services industry. David is a Certified Financial Planner and holds licenses for both securities and investment advisory services. He is registered in multiple states including Texas, Florida, New York and others. David has worked for a number of firms in his career including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc. David specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/01/2009 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
10/05/2007 - 07/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
TX
02/03/1998 - 10/08/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
CA
03/02/1999 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
10/21/1994 - 02/02/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MN
06/07/1993 - 05/24/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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