David Bown, financial advisor Lihue HI
93 score

David Bown

CRD Number: 3088814
Current Firm: Questar Asset Management, Inc.

David Bown (CRD# 3088814) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Lihue, HI and has over 18 years of experience in the finance industry.

Similar Advisors
Marjorie Bennett, financial advisor Lihue HI
Marjorie A. Bennett
CRD# 2537627
Aegis Capital Management, Inc.
Score
96
Similar Advisors
Richard Koenig, financial advisor Lihue HI
Richard S. Koenig
CRD# 2836972
State Farm Investment Management Corp.
Score
96
Similar Advisors
Nelson Secretario, financial advisor Lihue HI
Nelson J. Secretario
CRD# 417784
Retirement Wealth Advisors, Inc.
Score
96
Company Name Location Dates Years
Questar Asset Management Minneapolis, MN Sep 2007 - Current 9
Questar Capital Corporation Minneapolis, MN Aug 2007 - Current 9
Mml Investors Services, Inc. Honolulu, HI Jul 1998 - Aug 2007 9
Massachusetts Mutual Life Insurance Company Springfield, MA Oct 1996 - Aug 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for David W. Bown
Phone Number: 888-446-5872
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from David Bown and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.