Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Briley is a financial advisor with Avantax Advisory Services. David has been in the financial services industry since 2000 and is registered with the state of Mississippi. David has a diverse background and experience in the financial services industry, including experience with Chase Investment Services Corp., VALIC Financial Advisors, Inc., Royal Alliance Associates, Inc., and Morgan Stanley DW Inc. David specializes in providing financial planning, investment management, and insurance services. David is dedicated to 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
08/17/2012 - Present
Avantax Advisory Services (Thibodaux LA)
LA
10/15/2010 - 12/14/2010
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
MS
06/14/2010 - 08/04/2010
VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)
LA
03/24/2006 - 06/17/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SLIDELL LA)
LA
02/16/2000 - 03/27/2006
MORGAN STANLEY DW INC. (NEW ORLEANS LA)
BOTH
Issued 03/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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