David Sanders, financial advisor Eagle ID
86 score

David Sanders

CRD Number: 1907124
Current Firm: Nfp Advisor Services, LLC

David Sanders (CRD# 1907124) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Eagle, ID and has over 27 years of experience in the finance industry. David Sanders 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
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
American Independent Securities Group, LLC Eagle, ID Oct 2013 - Current 3
Nfp Advisors Eagle, ID Jan 2016 - Apr 2016 < 1
Prospera Financial Services,inc. Dallas, TX Oct 2010 - Oct 2013 3
Vsr Financial Services, Inc. Overland Park, KS Jan 2010 - Sep 2010 < 1
Vsr Advisory Services, Inc. Overland Park, KS Jan 2010 - Sep 2010 < 1
Allstate Insurance Company Caldwell, ID Feb 2009 - Jan 2010 < 1
Washington Trust Bank Meridian, ID Jan 2006 - Feb 2009 3
Primevest Financial Services, Inc. St. Cloud, MN Jan 2006 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Apr 1998
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David S. Sanders
Phone Number: 512-697-6000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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