David Garrison is a CFP-designated registered investment advisor, based in Lee'S Summit, MO, with 38 years of industry experience.
Location
740 NW Blue Parkway, Suite 301, Lee'S Summit, MO, 64086
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Regulatory History (2)
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Employment Separation After Allegations
April 1993Customer Dispute
July 1992Settled
Other Business ActivitiesSells Insurance
David is an advisory representative of a registered investment advisor and an independent insurance agent for various independent insurance companies, dedicating about a quarter of his time to this. He is also a member of Capital Tax Consulting, LLC, a partner in MRH Holdings LLC, and an owning member in MSG Holdings LLC, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2011 - Present · 14 yrs 11 mos
Capital Investment Management, INC
June 1998 - Present · 27 yrs 10 mos
Previous Registrations
Ecusa, LLC
April 2012 - October 2012 · 6 mos
Cambridge Investment Research Advisors, INC.
May 2011 - October 2011 · 5 mos
Securities America, INC.Broker
January 1997 - May 2011 · 14 yrs 4 mos
Vsr Financial Services, INC.Broker
April 1993 - December 1996 · 3 yrs 8 mos
American Express Financial Advisors INC.Broker
February 1988 - April 1993 · 5 yrs 2 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.