Resumes
Resumes

Financial Advisor
View pageLocation:
23014 Palm Trail Dr, Katy, TX 77494
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc. Jul 2010 - Jun 2012
Financial Advisor
Edward Jones Jul 2010 - Jun 2012
Financial Advisor
Chase May 2005 - Jun 2010
Financial Advisor
Pfs Investments Dec 2001 - May 2005
Financial Advisor
Raymond James Aug 1999 - Sep 2001
Financial Advisor
Financial Advisor
Edward Jones Jul 2010 - Jun 2012
Financial Advisor
Chase May 2005 - Jun 2010
Financial Advisor
Pfs Investments Dec 2001 - May 2005
Financial Advisor
Raymond James Aug 1999 - Sep 2001
Financial Advisor
Education:
Texas A&M University 1986 - 1990
Bachelors, Management
Bachelors, Management
Skills:
Retirement Account Consolidation
Portfolio and Retirement Plan Reviews
Investor Education Programs
Individual Retirement Accounts
Estate Considerations
Education Savings
Business Retirement Plans
Portfolio and Retirement Plan Reviews
Investor Education Programs
Individual Retirement Accounts
Estate Considerations
Education Savings
Business Retirement Plans
Languages:
English
Certifications:
Series 7
Series 26
Series 65
Series 66
Insurance License - General Lines - Life, Accident, Health
Financial Industry Regulatory Authority (Finra)
Texas Department of Insurance
Series 26
Series 65
Series 66
Insurance License - General Lines - Life, Accident, Health
Financial Industry Regulatory Authority (Finra)
Texas Department of Insurance

David Richburg
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