Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Halfaker is a financial advisor with over 25 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. David provides financial planning and investment management services to individuals, families, businesses, and charitable organizations. David has a strong commitment to providing his clients with personalized financial guidance and helping them 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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
09/17/2021 - Present
Cambridge Investment Research Advisors, Inc. (Waynesville NC)
FL
12/07/1999 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (TAMPA FL)
NY
12/15/1998 - 01/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/15/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
09/29/1997 - 11/20/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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