David Elizondo, financial advisor Bettendorf IA

David Elizondo

CRD Number: 1338331
Current Firm: Tfp Management, LLC

David Elizondo (CRD# 1338331) is an Investment Advisor Representative working at Tfp Management, LLC in Bettendorf, IA and has over 39 years of experience in the finance industry. David Elizondo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tfp Management LLC Davenport, IA May 2009 - Current 14
Metro Valley Partners, LLC Bettendorf, IA Jun 2000 - Current 23
Alphastar Capital Management, LLC Cornelius, NC May 2017 - Oct 2021 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David W. Elizondo
Phone Number: 563-359-8783
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    1,355
    ACCOUNTS
  • Average Account Value
    $154,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IA, IL, MO

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