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 Cullen Bordes

Louisiana·CRD #817884
Dual-registered

Dual-registered at CULLEN INVESTMENT GROUP

Experience
50 yrs
States
1
Exams
10
Since
1976
Fee
AUM
View profile
DC

David Cunningham Renzi

Arizona·CRD #5847805
Dual-registered

Dual-registered at IRONWOOD FINANCIAL, LLC

Experience
13 yrs
States
2
Exams
2
Since
2013
Est. fee
AUM
Minimum
$250k
View profile
DC

David Curry Cross

Florida·CRD #1295825
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David Curtis Moore

Florida·CRD #1439360
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

David Cutter Dickman

Illinois·CRD #7145974
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DC

David C Van Dyke

California·CRD #2570757
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
DC

David C Vespoli

Louisiana·CRD #4732492
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
22 yrs
States
4
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DC

David C Walker

Illinois·CRD #1986655
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

David C Wright

Florida·CRD #1872281
Dual-registered

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

Experience
37 yrs
States
5
Exams
5
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
DD

David Dahl

Montana·CRD #7286677
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DD

David Dale Milligan Jr

California·CRD #6688397
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DD

David Daniel Fierro

California·CRD #7669264
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DD

David Daniel Gibson V

Maryland·CRD #6538672
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DD

David Daniel Harkin

California·CRD #2369348
Dual-registered

Dual-registered at DES MOINES INVESTMENTS, LLC

Experience
31 yrs
States
7
Exams
4
Since
1995
Est. fee
AUM
View profile
DD

David Daniel Kaestner

Iowa·CRD #4221957
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

David Daniell May

Texas·CRD #2336451
IA Rep

Investment Adviser Rep at LUTHER KING CAPITAL MANAGEMENT CORPORATION

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
View profile
DD

David Daniel Paulino

Colorado·CRD #6139598
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
11 yrs
States
1
Exams
7
Since
2015
Fee
AUM / Other
View profile
DD

David Daniel Port

Illinois·CRD #2428028
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
View profile
DD

David Daniel Silva

Texas·CRD #4765744
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

David Daniel Villavicencio

Florida·CRD #7985886
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
5
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

David Daniel West

Wisconsin·CRD #6185656
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DD

David Darcangelo

New Jersey·CRD #1058752
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

Experience
44 yrs
States
1
Exams
10
Since
1982
Est. fee
AUM / Commission
Minimum
$50k
View profile
DD

David Darrell Miller

Florida·CRD #4796664
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DD

David Darwish

California·CRD #2747994
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
28 yrs
States
8
Exams
7
Since
1998
Est. fee
AUM / Hourly / 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 846 | AdvisorFinder