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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+)
DL

David L. Swenson

California·CRD #4754086
IA Rep

Investment Adviser Rep at RIDGEGATE ADVISORS, LLC

Experience
22 yrs
States
3
Exams
2
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DL

David Lucero Krahn Jr

Michigan·CRD #7709279
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

David Luciano

Florida·CRD #5700678
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
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DL

David Lucier

Massachusetts·CRD #2468874
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
28 yrs
States
1
Exams
9
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
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DL

David Luke Maningding

North Carolina·CRD #7661663
Dual-registered

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

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

David Luria

Texas·CRD #7142040
IA Rep

Investment Adviser Rep at SAGE ADVISORY SERVICES LTD CO

Experience
7 yrs
States
1
Since
2019
Fee
AUM / Flat Fee
View profile
DL

David Luther Hogans

New Mexico·CRD #6957840
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DL

David Lyerly Miller

North Carolina·CRD #6580784
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
DL

David Lyle

West Virginia·CRD #7280592
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

David Lyle Bahnsen

California·CRD #4445322
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
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DL

David Lyle Herron

New Jersey·CRD #6463786
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DL

David Lynne

Florida·CRD #6227260
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

David Lynn Eppey

California·CRD #2986447
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

David Lynn Hungerford

New York·CRD #848702
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
48 yrs
States
1
Exams
8
Since
1978
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

David Lynn Owens

Colorado·CRD #6447116
Dual-registered

Dual-registered at MAIA WEALTH

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Flat Fee
View profile
DL

David Lynn Shrom

Pennsylvania·CRD #736947
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
1
Exams
5
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

David Mack Ellington

Missouri·CRD #4661795
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Fee
AUM / Other
View profile
DM

David Macklin Lewandowski

Illinois·CRD #6078698
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

David Madey Grzesk

Texas·CRD #4044854
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
DM

David Malcolm Serposs

Minnesota·CRD #5814363
Dual-registered

Dual-registered at BALEFIRE, LLC

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

David Maltby Baker

Florida·CRD #1856136
Dual-registered

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

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
DM

David Manjarres

Florida·CRD #7506333
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DM

David Mansfield Murdoch Jr

Illinois·CRD #1532875
Dual-registered

Dual-registered at LIND CAPITAL PARTNERS

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM
Minimum
$2.0M
View profile
DM

David Manuel Pires

New Jersey·CRD #5411802
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / 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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