David Portnoy (CRD# 4628266) is an Investment Advisor Representative working at Upspring Capital LLC in Dallas, TX and has over 21 years of experience in the finance industry. David Portnoy 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Upspring Capital LLC | Dallas, TX | Feb 2018 - Current | 6 |
| Precision Metal Fabrication, LLC | Dallas, TX | Nov 2013 - Current | 10 |
| Portnoy Capital Management Dba Efficient Storage Solutions | Dallas, TX | Nov 2003 - Current | 20 |
| Calton & Associates, Inc. | Dallas, TX | Nov 2017 - Feb 2018 | < 1 |
| Ims Financial Advisors, Inc. | Houston, TX | Jan 2002 - Feb 2018 | 16 |
| Ims Securities, Inc. | Houston, TX | Jan 2003 - Nov 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- TX
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Total Assets Under Management62MILLIONS
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Total Number of Accounts93ACCOUNTS
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Average Account Value$665,959
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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