AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
DA

David Ahmad Afzal

California·CRD #3226532
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
3
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DA

David Alan Beemer

Maine·CRD #2425533
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DA

David Alan Brecher

California·CRD #2420807
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
32 yrs
States
4
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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DA

David Alan Coiner

Iowa·CRD #2046194
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
36 yrs
States
2
Exams
3
Since
1990
Est. fee
AUM / Flat Fee
Minimum
$25k
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DA

David Alan Courtad

Ohio·CRD #1466962
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
40 yrs
States
2
Exams
5
Since
1986
Est. fee
AUM / Commission / Flat Fee
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DA

David Alan Dodson

Texas·CRD #3167369
Dual-registered

Dual-registered at HAMPTON ROCK WEALTH MANAGEMENT

Experience
22 yrs
States
1
Exams
8
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$5.0M
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DA

David Alan Eissman

Georgia·CRD #1380722
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
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DA

David Alan Foster

Ohio·CRD #2370179
IA Rep

Investment Adviser Rep at FOSTER & MOTLEY INC

Experience
26 yrs
States
1
Exams
1
Since
2000
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
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DA

David Alan Fowler

Florida·CRD #5146297
Dual-registered

Dual-registered at SMARTPATH ADVISORS

Experience
12 yrs
States
2
Exams
1
Since
2014
Fee
Flat Fee / Other
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DA

David Alan Gray

Texas·CRD #2107664
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
36 yrs
States
1
Exams
3
Since
1990
Est. fee
AUM / Commission / Flat Fee
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DA

David Alan Haase

Colorado·CRD #1458530
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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DA

David Alan Herman

Alabama·CRD #2689981
Dual-registered

Dual-registered at SCARBOROUGH CAPITAL MANAGEMENT

Experience
30 yrs
States
31
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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DA

David Alan Jaffe

California·CRD #2314921
IA Rep

Investment Adviser Rep at PROFESSIONAL ADVISORY SERVICES INC

Experience
33 yrs
States
4
Exams
2
Since
1993
Fee
AUM
Minimum
$500k
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DA

David Alan Jutovsky

Illinois·CRD #4603469
IA Rep

Investment Adviser Rep at FINANCIAL SOLUTIONS ADVISORY GROUP

Experience
24 yrs
States
1
Exams
2
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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DA

David Alan Kaslow

Missouri·CRD #2102487
Dual-registered

Dual-registered at &PARTNERS

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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DA

David Alan Ladomer

Florida·CRD #6492079
IA Rep

Investment Adviser Rep at REHMANN WEALTH

Experience
7 yrs
States
3
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DA

David Alan Leavitt

Ohio·CRD #3258885
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
2
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

David Alan Lekarczyk

Indiana·CRD #1622966
IA Rep

Investment Adviser Rep at SIMPLYRIA ADVISOR NETWORK

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DA

David Alan Locher

Pennsylvania·CRD #872960
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DA

David Alan Lopez

Virginia·CRD #5884243
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

David Alan Madsen

Texas·CRD #2199560
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
DA

David Alan Massart

Texas·CRD #2332208
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DA

David Alan Miller

Texas·CRD #4506377
Dual-registered

Dual-registered at BROWN | MILLER WEALTH MANAGEMENT, LLC

Experience
24 yrs
States
2
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DA

David Alan Rabideau

Connecticut·CRD #4316327
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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