David Darwish is a CFP-designated registered investment advisor, based in Naples, FL, with 28 years of industry experience.
Location
3838 Tamiami Trail N, Suite 201, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an investment advisor representative at HBK Sorce Advisory, LLC, dedicating full-time hours to continuous investment services. He is also an agent at HBK Sorce Insurance LLC, spending about a quarter of his time as an insurance agent, and a registered representative with Purshe Kaplan Sterling Investments.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hbks Wealth Advisors
Previous Registrations
Securities America, INC.Broker
Cap Pro Brokerage Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Vision Investment Services, INC.Broker
Northern Trust Securities, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.