Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bregger is a financial advisor with Exencial Wealth Advisors. David has been in the financial services industry since 1984 and has held licenses in multiple states. He has a series 63, 24, 26, 7, and SIE. David's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. David has worked for several financial institutions, including Cambridge Investment Research, Ameritas, and Lincoln Financial Advisors.
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.
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.
General consulting
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.
Revenue sharing arrangement
1
2
TX
11/14/2023 - Present
Exencial Wealth Advisors (Austin TX)
TX
05/14/2002 - 09/30/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (AUSTIN TX)
IN
03/03/1995 - 05/14/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/03/1995 - 05/14/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
09/20/1984 - 02/21/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Bregger is the right advisor for you? Invested Better is here to help.
