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David Lee Deffinbaugh

Investment Adviser Representative at VERUS CAPITAL PARTNERS, LLC

Great Falls, MTCRD #2048050Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
5 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
ArizonaFloridaMontanaSouth CarolinaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/18/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/18/1996
Series 24
General Securities Principal Examination
Passed 12/4/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Verus Capital Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VERUS CAPITAL PARTNERS, LLCCurrent
1/4/2024Great Falls, MT
LPL FINANCIAL LLC
5/19/20211/27/2025Great Falls, MT
AVANTAX ADVISORY SERVICES
6/18/20195/24/2021Great Falls, MT
NORTHWEST INVESTMENT ADVISORS, INC
12/2/20166/17/2019Great Falls, MT
SECURITIES AMERICA ADVISORS, INC.
1/23/200912/1/2016Great Falls, MT
BRECEK & YOUNG ADVISORS, INC.
12/15/20031/23/2009Great Falls, MT
METROPOLITAN FINANCIAL SERVICES, INC.
1/16/200112/15/2003Great Falls, MT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Lee Deffinbaugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Lee Deffinbaugh - Financial Advisor in Great Falls, MT | AdvisorFinder