David RileyCRD Number: 5541714
Current Firm: Strategy Financial Group
David Riley (CRD# 5541714) is an Investment Advisor Representative working at Strategy Financial Group in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Strategy Financial Insurance, LLC||Phoenix, AZ||Mar 2016 - Current||2|
|Strategy Financial Services, LLC||Phoenix, AZ||Mar 2016 - Current||2|
|Charles Schwab Bank||Phoenix, AZ||Mar 2011 - Mar 2016||5|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jun 2008 - Mar 2016||7|
|Malinda's Pampered Pets||Phoenix, AZ||Jan 2006 - Dec 2009||3|
|Southwest Living Realty Inc.||Overgaard, AZ||Jun 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management56MILLIONS
Total Number of Accounts345ACCOUNTS
Average Account Value$163,583
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.