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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 Tyson Eubanks is a financial advisor who has been in the industry since April 2008. David is currently registered with Robert W. Baird & Co. Inc. in Texas and Florida. Previously, David was registered with UBS Financial Services Inc. in Texas. David holds the Series 7, Series 31 and Series 66 licenses as well as the SIE exam. David has worked with high net worth individuals, investment companies, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans, state or municipal government entities, charitable organizations, insurance companies, other investment advisers, and pooled investment vehicles. David is an investment advisor representative (IAR) with Robert W. Baird & Co. Inc., a firm based in Milwaukee, WI. The firm has over $287 billion in assets under management (AUM) and 3,315 clients. The firm offers a variety of financial services, including financial planning, portfolio management, and investment research.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
TX
03/02/2015 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
04/25/2008 - 03/10/2015
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
BOTH
Issued 05/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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