Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Than Richburg is a financial advisor who has been in the industry since 1999. David has a wide range of experience with Edward Jones, Ameriprise Financial Services, Inc., Chase Investment Services Corp., PFS Investments Inc., Raymond James & Associates, Inc., and Pruco Securities Corporation. David currently works with B. Riley Wealth Advisors, Inc. and has been with them since 2023. David holds licenses for a number of financial products and services, including Series 7, Series 26, Series 65, and Series 66. David can provide a number of services, including financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
TX
07/24/2023 - Present
B. Riley Wealth Advisors, Inc. (Houston TX)
TX
06/01/2012 - 07/24/2023
EDWARD JONES (KATY TX)
TX
07/02/2010 - 06/11/2012
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
05/23/2005 - 07/07/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
GA
12/19/2001 - 05/02/2005
PFS INVESTMENTS INC. (DULUTH GA)
FL
08/16/1999 - 09/28/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
09/23/1998 - 08/28/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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