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 Cloninger

California·CRD #5187399
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David C McAllister

Florida·CRD #5606270
Dual-registered

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

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
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DC

David C McCray

California·CRD #6271452
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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DC

David C Michalk

New Mexico·CRD #2951513
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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DC

David Cohen

New Jersey·CRD #2459808
Dual-registered

Dual-registered 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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DC

David Colyer Rea Jr.

Texas·CRD #8258838
IA Rep

Investment Adviser Rep at PROBITY ADVISORS, INC.

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee
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DC

David Comings Whitmore

Georgia·CRD #6945997
IA Rep

Investment Adviser Rep at STRATEGIC BLUEPRINT, LLC

Experience
4 yrs
States
2
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
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DC

David Comings Whitmore Jr.

Georgia·CRD #4644356
Dual-registered

Dual-registered at STRATEGIC BLUEPRINT, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
View profile
DC

David Conlen Gehring

Pennsylvania·CRD #4961530
Dual-registered

Dual-registered at MYCIO WEALTH PARTNERS, LLC

Experience
17 yrs
States
1
Exams
2
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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DC

David Conrad Bjorklund

Maryland·CRD #6805516
Dual-registered

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

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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DC

David Coody

N/A·CRD #8207701
Dual-registered

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

Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Corrie Hansen

Wisconsin·CRD #7034361
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

David C Osburn

California·CRD #4073543
Dual-registered

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

Experience
26 yrs
States
3
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David C Paulson

Oklahoma·CRD #4483213
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 Craig Blake

Iowa·CRD #1244337
Dual-registered

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

Experience
42 yrs
States
2
Exams
6
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Craig Glenn

Florida·CRD #6472356
Dual-registered

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

Experience
10 yrs
States
2
Exams
7
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Craig Steven Sandvold

Minnesota·CRD #5871654
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

David Cram

New York·CRD #7451716
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David C Rath

Missouri·CRD #4902488
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Crawford Beach Jr.

North Carolina·CRD #4097995
Dual-registered

Dual-registered at MILL CAPITAL MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM
Minimum
$2.0M
View profile
DC

David C Selden

Colorado·CRD #1587100
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DC

David C Tang

California·CRD #7890418
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
DC

David C Timms

Georgia·CRD #2522435
Dual-registered

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

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

David C. Tingelstad

North Carolina·CRD #5270917
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / 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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