David Stevens (CRD# 5165226) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in San Antonio, TX and has over 16 years of experience in the finance industry. David Stevens 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.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | San Antonio, TX | Jan 2019 - Current | 5 |
| Chalice Capital Partners, LLC | San Diego, CA | Jan 2019 - Current | 5 |
| Texas Capital Bank | San Antonio, TX | Jul 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | San Antonio, TX | Aug 2016 - Dec 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | San Antonio, TX | Aug 2016 - Dec 2018 | 2 |
| J.p. Morgan Securities LLC | San Antonio, TX | Apr 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- TX
-
Total Assets Under Management3,378MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
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Average Account Value$1,808,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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