Unclaimed
David French is a financial advisor with Momentum Independent Network Inc. in BULLARD, TX. David has been in the financial industry since 1987 and has a wealth of experience serving individuals and families. David's expertise covers a wide range of financial services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
06/08/2009 - Present
Momentum Independent Network Inc. (BULLARD TX)
TX
09/14/2005 - 06/26/2009
INVESTMENT PROFESSIONALS, INC. (BULLARD TX)
MO
05/07/1994 - 10/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
04/08/1993 - 03/31/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
02/03/1987 - 04/14/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/03/1987 - 02/11/1987
BROKER ONE DIVISION OF ARK INVESTMENTS
BC
Issued 03/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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