David Underwood, financial advisor Parkersburg WV
93 score

David Underwood

CRD Number: 5302335
Current Firm: United Brokerage Services Inc.

David Underwood (CRD# 5302335) is an Investment Advisor Representative working at United Brokerage Services Inc. in Parkersburg, WV and has over 5 years of experience in the finance industry. David Underwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Feb 2007 - Current 9
United Bank Parkersburg, WV Nov 2006 - Current 9
Title First Agency Parkersburg, WV Jun 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for David G. Underwood
Phone Number: 888-424-6158
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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