Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David works as a professional golf caddie for PGA professionals and celebrities, dedicating minimal time to this role. He is also an owner/partner looking to invest in rental property.

Employment History
Current Registrations
Avior Wealth Management, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2022 - August 2024 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - August 2024 · 2 yrs 3 mos
J.P. Morgan Securities LLC
July 2021 - May 2022 · 10 mos
J.P. Morgan Securities LLCBroker
April 2021 - May 2022 · 1 yr 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.