Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Guilford is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with Eagle Strategies LLC and is licensed to conduct business in Alabama, Arkansas, California, Colorado, Florida, Georgia, Kansas, Louisiana, Mississippi, Missouri, New York, Tennessee, Texas, and Virginia. David specializes in providing financial advice to high net worth individuals, corporations or other businesses, and individuals other than high net worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
LA
09/16/2020 - Present
Eagle Strategies LLC (NEW ORLEANS LA)
NA
12/07/1994 - 01/24/1995
COHIG & ASSOCIATES, INC.
NA
07/15/1993 - 12/23/1994
THOMAS JAMES ASSOCIATES, INC.
NA
07/06/1993 - 07/15/1993
CHATFIELD DEAN & CO., INC.
NA
01/07/1993 - 06/25/1993
CHATFIELD DEAN & CO., INC.
BOTH
Issued 07/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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