David Cowee, financial advisor Goodlettsville TN

David Cowee

CRD Number: 5390261
Current Firm: Sageguard Financial Group, LLC

David Cowee (CRD# 5390261) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 16 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Sageguard Financial Group, LLC Nacogdoches, TX Dec 2022 - Current 1
Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2
Pineywoods Financial Nacogdoches, TX Jan 1994 - Current 30
Self Employed Nacogdoches, TX Jun 1988 - Current 35
Sageguard Investment Advisory Services Nacogdoches, TX Sep 2012 - Dec 2021 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David L. Cowee
Phone Number: (615) 859-4567
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    378
    MILLIONS
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $157,463
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, GA, TN, TX

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