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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 Scott Raney is a financial advisor currently registered with Empirical Wealth Management and holds the Certified Financial Planner and Chartered Financial Consultant designations. David has been a financial advisor for 18 years, and is a licensed advisor in California, Oregon, Texas and Washington. Previous to joining Empirical Wealth Management, David was an advisor with Charles Schwab & Co., INC. in Austin, Texas. David currently works with individuals, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles, providing financial planning, portfolio management, pension consulting, and tax and insurance services.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/09/2023 - Present
Empirical Wealth Management (SEATTLE WA)
TX
11/16/2004 - 02/01/2023
CHARLES SCHWAB & CO., INC. (Austin TX)
CA
09/17/2004 - 11/05/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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