David Paxton (CRD# 7286283) is an Investment Advisor Representative working at Morgan Stanley in Honolulu, HI and has 1 year of experience in the finance industry.
CRD# 2717984
Edward Jones
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Honolulu, HI | Sep 2023 - Current | < 1 |
| Rbc Capital Markets, LLC | Seattle, WA | Aug 2022 - Aug 2023 | 1 |
| D.a. Davidson & Co | Everett, WA | Aug 2020 - Jul 2022 | 1 |
| University Of Washington | Seattle, WA | Jan 2016 - Aug 2020 | 4 |
| Dunn Lumber | Seattle, WA | Nov 2015 - Dec 2015 | < 1 |
| Thrasher-horne Conference Center | Orange Park, FL | Mar 2014 - Aug 2015 | 1 |
| Public Kitchen And Bar | Savannah, GA | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- HI
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
-
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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