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+)
DH

David Hawley Gleeson

Georgia·CRD #2918661
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
28 yrs
States
1
Exams
5
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
View profile
DH

David H Coletto

Ohio·CRD #7181162
Dual-registered

Dual-registered at W.A. SMITH FINANCIAL GROUP

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
DH

David H. Comstock

Texas·CRD #2550179
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Flat Fee / Performance-based
View profile
DH

David H Eliasen

Florida·CRD #4475598
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Helsel

Florida·CRD #1316189
Dual-registered

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

Experience
37 yrs
States
2
Exams
8
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Henry Bernard

Louisiana·CRD #6197879
Dual-registered

Dual-registered at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Fee
AUM
View profile
DH

David Henry Berntsen

New Jersey·CRD #1480860
Dual-registered

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

Experience
40 yrs
States
2
Exams
3
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Henry Hays

Texas·CRD #7618305
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DH

David Henry Peck

Minnesota·CRD #2394362
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
31 yrs
States
1
Exams
7
Since
1995
Fee
AUM / Hourly / Flat Fee / Other
View profile
DH

David Henry Veltkamp

Michigan·CRD #1258515
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
42 yrs
States
2
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Hernandez

California·CRD #6480591
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Herrick Robinson

California·CRD #5834712
Dual-registered

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

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David H Jeffries

Tennessee·CRD #4060367
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

David H Ko

Texas·CRD #3002443
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
View profile
DH

David Hm Baker

Massachusetts·CRD #2549952
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
23 yrs
States
2
Exams
1
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DH

David H McIllwain

Tennessee·CRD #2903184
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Holin

Pennsylvania·CRD #6798016
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM / Hourly / Flat Fee / Other
View profile
DH

David Holman McKinley

California·CRD #2502011
Dual-registered

Dual-registered at MCKINLEY CARTER WEALTH SERVICES, INC.

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Holt

Texas·CRD #6121608
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Hoory

New York·CRD #4845605
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Hormell Rice

Georgia·CRD #1684449
Dual-registered

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

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Howard Borer

New Jersey·CRD #2823587
Dual-registered

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

Experience
7 yrs
States
2
Exams
6
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DH

David Howard Eblen II

Tennessee·CRD #2898293
IA Rep

Investment Adviser Rep at SILVER OAK SECURITIES, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Howard Hooper

Texas·CRD #2693906
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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 857 | AdvisorFinder