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+)
DW

David Wayne Varisco

Louisiana·CRD #2353742
Dual-registered

Dual-registered at FMSA

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly
View profile
DW

David Wayne White

Texas·CRD #735931
Dual-registered

Dual-registered at SFMG WEALTH ADVISORS

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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DW

David W. Bartz

Indiana·CRD #1562123
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Flat Fee
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DW

David W Clark

Missouri·CRD #6088668
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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DW

David W Deahl

Indiana·CRD #4108445
Dual-registered

Dual-registered at &PARTNERS

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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DW

David Weibel

Florida·CRD #5688056
Dual-registered

Dual-registered at STONECREST ADVISORS, INC.

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$20k
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DW

David Weiss

North Carolina·CRD #2667143
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
29 yrs
States
1
Exams
9
Since
1997
Fee
AUM / Flat Fee / Performance-based
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DW

David Weiss

Virginia·CRD #7221753
Dual-registered

Dual-registered at &PARTNERS

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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DW

David Werner Jenkins

Florida·CRD #4141728
Dual-registered

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

Experience
26 yrs
States
2
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
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DW

David Wesley Boren

Texas·CRD #1563306
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DW

David Wesley Bown

Hawaii·CRD #3088814
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DW

David Wesley Johnson

New York·CRD #1020768
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Flat Fee
View profile
DW

David Wesley Mehler

District Of Columbia·CRD #3206958
Dual-registered

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

Experience
27 yrs
States
3
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
DW

David Wesley Pryor

California·CRD #3084221
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

David Wesley Saunders

Texas·CRD #1513626
Dual-registered

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

Experience
40 yrs
States
1
Exams
3
Since
1986
Est. fee
AUM / Commission / Flat Fee
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DW

David Whayne Porter

Kentucky·CRD #1003205
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
45 yrs
States
2
Exams
8
Since
1981
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

David Whitcomb Karr

New York·CRD #1852445
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
38 yrs
States
2
Exams
10
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

David White

California·CRD #7338630
Dual-registered

Dual-registered at BAKERAVENUE

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
DW

David Whittle Upchurch

Florida·CRD #5241854
Dual-registered

Dual-registered at HEADLAND CAPITAL

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

David Wick

Minnesota·CRD #7819194
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Fee
AUM
View profile
DW

David Wilburn

North Carolina·CRD #6576256
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

David Wilford Johnston

Michigan·CRD #6483780
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DW

David William Allaire

Connecticut·CRD #1906408
Dual-registered

Dual-registered at THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

Experience
38 yrs
States
2
Exams
7
Since
1988
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$500k
View profile
DW

David William Andersen

Arizona·CRD #2474495
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
30 yrs
States
5
Exams
9
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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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