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+)
DC

David C Eidell

Florida·CRD #3053388
Dual-registered

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

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
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DC

David Celso Gonzalez

Texas·CRD #4921336
Dual-registered

Dual-registered at AVIDIAN WEALTH SOLUTIONS

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
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DC

David C Frederiksen

California·CRD #6539241
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
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DC

David C. Gaskin

North Carolina·CRD #4338784
Dual-registered

Dual-registered at UWHARRIE INVESTMENT ADVISORS, INC.

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$100k
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DC

David Chabbott

New York·CRD #8070830
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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DC

David Chadwick Conoly

Alabama·CRD #7774038
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee / Performance-based
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DC

David Chadwick Frick

Pennsylvania·CRD #1540023
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

David Chadwick Jones

Colorado·CRD #6710729
IA Rep

Investment Adviser Rep at TRAIL RIDGE INVESTMENT ADVISORS, LLC

Experience
10 yrs
States
2
Since
2016
Fee
AUM / Hourly / Other
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DC

David Chandler Booth

New York·CRD #8199589
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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DC

David Charles Almquist

Connecticut·CRD #4998699
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Flat Fee
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DC

David Charles Anderson

North Carolina·CRD #4348821
Dual-registered

Dual-registered at 1808 CAPITAL PARTNERS

Experience
25 yrs
States
1
Exams
7
Since
2001
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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DC

David Charles Engler

Virginia·CRD #4755145
Dual-registered

Dual-registered at MASON INVESTMENT ADVISORY SERVICES INC

Experience
22 yrs
States
1
Exams
6
Since
2004
Fee
AUM / Flat Fee
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DC

David Charles Fry

Colorado·CRD #6554688
IA Rep

Investment Adviser Rep at UNITED ADVISOR GROUP

Experience
11 yrs
States
2
Exams
1
Since
2015
Fee
AUM / Hourly / Flat Fee
View profile
DC

David Charles Gluch

Texas·CRD #2596113
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DC

David Charles Haehnel

California·CRD #6056140
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
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DC

David Charles Hannon

Alaska·CRD #6302877
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

David Charles Heide

Illinois·CRD #2112032
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
36 yrs
States
2
Exams
8
Since
1990
Est. fee
AUM / Flat Fee
View profile
DC

David Charles Hobbs

Indiana·CRD #5004505
Dual-registered

Dual-registered at HOBBS WEALTH MANAGEMENT

Experience
18 yrs
States
3
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

David Charles Hoelke

Minnesota·CRD #2780473
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
30 yrs
States
2
Exams
3
Since
1996
Fee
AUM / Hourly / Flat Fee / Other
View profile
DC

David Charles Jones

Georgia·CRD #6807301
Dual-registered

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

Experience
3 yrs
States
4
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Charles Jordan

Colorado·CRD #4399288
IA Rep

Investment Adviser Rep at TRAIL RIDGE INVESTMENT ADVISORS, LLC

Experience
8 yrs
States
1
Since
2018
Fee
AUM / Hourly / Other
View profile
DC

David Charles Laudeman

Pennsylvania·CRD #4269422
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

David Charles Levine

California·CRD #2569418
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
28 yrs
States
5
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
DC

David Charles Meyer

Nebraska·CRD #3140931
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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