David Deffinbaugh (CRD# 2048050) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 27 years of experience in the finance industry.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verus Capital Partners | Scottsdale, AZ | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Great Falls, MT | May 2021 - Current | 3 |
| Bd Properties, LLC | Great Falls, MT | Jan 2016 - Current | 8 |
| Deffinbaugh Financial Services, Inc. | Great Falls, MT | Jul 2014 - Current | 9 |
| David Deffinbaugh, Cpa Pc | Great Falls, MT | Jan 2007 - Current | 17 |
| Avantax Investment Services, Inc. | Great Falls, MT | Jun 2019 - Apr 2021 | 1 |
| Avantax Insurance Agency, LLC | Great Fallas, MT | Jun 2019 - Apr 2021 | 1 |
| Avantax Advisory Services | Great Falls, MT | Jun 2019 - Apr 2021 | 1 |
| Northwest Investment Advisors, Inc. | Great Falls, MT | Dec 2016 - Jun 2019 | 2 |
| Securities America, Inc. | Great Falls, MT | Jan 2009 - Nov 2016 | 7 |
| Securities America Advisors, Inc. | Lavista, NE | Jan 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- MT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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