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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+)
DR

David Roe Derby

California·CRD #1851860
Dual-registered

Dual-registered at AMERICAN INVESTORS CO

Experience
38 yrs
States
1
Exams
3
Since
1988
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
DR

David Roland Walsh

California·CRD #457956
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee
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DR

David Rome

Ohio·CRD #6495129
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
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DR

David Ronald Damm

North Carolina·CRD #3090486
IA Rep

Investment Adviser Rep at CAROLINA WEALTH MANAGEMENT, INC.

Experience
10 yrs
States
2
Exams
1
Since
2016
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
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DR

David Ronald Rhode

Colorado·CRD #2743654
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Flat Fee
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DR

David Rosado

Texas·CRD #4751249
Dual-registered

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

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DR

David Rosen

Florida·CRD #5895409
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

David Rosenblum

Nebraska·CRD #5672079
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
View profile
DR

David Royal Noland

Tennessee·CRD #5941281
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
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DR

David Roy Breuhan

Florida·CRD #2525039
Dual-registered

Dual-registered at SCHWARTZ & CO.

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

David R Pierce

North Carolina·CRD #5500711
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

David R Smith

Ohio·CRD #7338171
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
DR

David R Spurr

California·CRD #4194058
Dual-registered

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

Experience
26 yrs
States
3
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DR

David Rubin

Connecticut·CRD #6313467
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
View profile
DR

David Russell Hoffman

Arizona·CRD #7853147
IA Rep

Investment Adviser Rep at DYNAMIC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DR

David Russo

Connecticut·CRD #7184468
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DR

David R Watercutter

Indiana·CRD #7081269
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

David R Work

Illinois·CRD #4333017
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DR

David Ryan Spethmann

Minnesota·CRD #7286400
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

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

David Sabol

New Jersey·CRD #4552531
Dual-registered

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

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
DS

David Sakr

Florida·CRD #5095426
Dual-registered

Dual-registered at BBVA GLOBAL WEALTH ADVISORS, INC.

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM
Minimum
$500k
View profile
DS

David Salvatore Mamone

Florida·CRD #4410883
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
DS

David Sampson Coleman Jr

Virginia·CRD #7101055
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

David Samuel Bleeck

California·CRD #7513917
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$500k
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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