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David Robertson Brinkley

Capstone Partners

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About David Robertson Brinkley

David Brinkley is a financial advisor with over 10 years of experience in the financial services industry. David is currently registered with Capstone Partners in Boston, MA. David has held previous positions at Headwaters BD, LLC in Denver, CO and Aronson Capital Advisors, LLC in Rockville, MD. David has a strong track record of success in providing investment advice to individual investors and families.

Firm Information

David Brinkley is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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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David Brinkley’s Registration & Firm History

MA

05/10/2018 - Present

Capstone Partners (BOSTON MA)

CO

10/03/2013 - 11/04/2018

HEADWATERS BD, LLC (DENVER CO)

MD

10/19/2005 - 06/23/2009

ARONSON CAPITAL ADVISORS, LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 10/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robertson Brinkley.
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