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David Wayne French

Momentum Independent Network Inc.

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About David Wayne French

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.

Firm Information

David French is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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David French’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wayne French.
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