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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 Wayne Noble is an investment advisor representative who has been in the industry for over 13 years. David is registered with Arrowroot Family Office, LLC in Texas and Washington. David has worked for several other firms previously including Securities America, Inc., KMS Financial Services, Inc., and ProEquities, Inc.. David holds a Series 7, 63 and 66 license and is a licensed insurance broker. David's primary specializations include financial planning, portfolio management for individuals, businesses and pooled investment vehicles. David's primary focus is on high net worth individuals, but he also works with individuals other than high net worth, and pension and profit sharing plans.
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.
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.
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.
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2
WA
01/17/2024 - Present
Arrowroot Family Office, LLC (Tacoma WA)
WA
11/06/2020 - 05/06/2021
SECURITIES AMERICA, INC. (Olalla WA)
WA
12/11/2015 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Olalla WA)
WA
12/03/2013 - 12/17/2015
QUESTAR CAPITAL CORPORATION (GIG HARBOR WA)
WA
09/28/2010 - 12/20/2013
PROEQUITIES, INC. (UNIVERSITY PLACE WA)
BOTH
Issued 01/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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