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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 Thomas Buxton is a financial advisor with SVB Wealth. David has been in the financial industry since 2008 and holds licenses in 10 states including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New Hampshire, New York, Texas, and Virginia. David specializes in providing financial planning, wealth planning, and investment advisory services to individuals, families, and businesses. David is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals.
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.
Planned giving, family office, wealth planning
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
MA
05/21/2024 - Present
SVB Wealth (Boston MA)
MA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Newton MA)
MA
05/27/2014 - 01/17/2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (NEWTON MA)
MA
10/10/2007 - 05/15/2014
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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