David DarstCRD Number: 61129
Current Firm: Americana Partners, LLC
David Darst (CRD# 61129) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 26 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Americana Partners, LLC||Houston, TX||Aug 2019 - Current||3|
|The Family Office Usa Ltd.||New York, NY||Jan 2017 - Jul 2019||2|
|Morgan Stanley||Purchase, NY||Jun 2009 - Jan 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
Total Assets Under Management2,597MILLIONS
Total Number of Accounts2,620ACCOUNTS
Average Account Value$991,262
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, LA, OH, OK, TN, TX
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