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+)
DB

David Bernard Curran

Alabama·CRD #7952058
IA Rep

Investment Adviser Rep at EVERSOURCE WEALTH ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David Bernard Levinson

California·CRD #705929
Dual-registered

Dual-registered at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Experience
46 yrs
States
2
Exams
5
Since
1980
Est. fee
AUM / Hourly
Minimum
$50k
View profile
DB

David Bevier Taylor

Delaware·CRD #1743832
Dual-registered

Dual-registered at NBC SECURITIES, INC.

Experience
39 yrs
States
12
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
DB

David Bezar

Florida·CRD #2153836
IA Rep

Investment Adviser Rep at THRIVE CAPITAL MANAGEMENT, LLC

Experience
30 yrs
States
3
Exams
5
Since
1996
Est. fee
AUM / Hourly
View profile
DB

David B Hamlin

New York·CRD #6390497
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DB

David Biggs

California·CRD #7853060
Dual-registered

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

Experience
1 yrs
States
2
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Bjorn Ahlquist

Texas·CRD #4081877
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David B Kidd

Texas·CRD #1576325
Dual-registered

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

Experience
21 yrs
States
2
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Blair

Texas·CRD #4442248
Dual-registered

Dual-registered at QUADCAP WEALTH MANAGEMENT, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
View profile
DB

David Blake Pressly

Georgia·CRD #4147342
Dual-registered

Dual-registered at REGISTER FINANCIAL ADVISORS, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Fee
AUM / Hourly / Flat Fee
View profile
DB

David Blane Daughtrey

Arizona·CRD #2043611
Dual-registered

Dual-registered at LIDO

Experience
32 yrs
States
5
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DB

David B Lloyd

Colorado·CRD #2579987
Dual-registered

Dual-registered at CENTURY MANAGEMENT FINANCIAL ADVISORS

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Flat Fee / Performance-based
View profile
DB

David Block

Arizona·CRD #2318504
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
33 yrs
States
11
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
DB

David B Margulies

Florida·CRD #1629190
Dual-registered

Dual-registered at XML FINANCIAL GROUP

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David B Molter

California·CRD #5333513
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DB

David Bogonovich

Texas·CRD #4553947
IA Rep

Investment Adviser Rep at CENTURION WEALTH MANAGEMENT

Experience
27 yrs
States
2
Since
1999
Fee
AUM / Hourly
Minimum
$1.0M
View profile
DB

David Bond Root Jr

Pennsylvania·CRD #1270361
Dual-registered

Dual-registered at D.B. ROOT & COMPANY, LLC

Experience
41 yrs
States
2
Exams
3
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Bosak

Ohio·CRD #7120922
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

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

David Bossov

Florida·CRD #2200542
Dual-registered

Dual-registered at QUARTZ PARTNERS INVESTMENT MANAGEMENT

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$10k
View profile
DB

David Bower Stevenson

Arizona·CRD #1087620
Dual-registered

Dual-registered at OAKWOOD CAPITAL, INC.

Experience
43 yrs
States
6
Exams
7
Since
1983
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
DB

David B Purcell

Maryland·CRD #7565998
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Bracha

New York·CRD #6983089
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
View profile
DB

David Brad Kauffman

Maryland·CRD #2188590
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DB

David Bradley Cates

New Mexico·CRD #2511911
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 838 | AdvisorFinder