David DaughtreyCRD Number: 2043611
Current Firm: Copperwynd Financial
David Daughtrey (CRD# 2043611) is an Investment Advisor Representative working at Copperwynd Financial in Scottsdale, AZ and has over 25 years of experience in the finance industry. David Daughtrey 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Copperwynd Financial LLC||Scottsdale, AZ||Apr 2007 - Current||15|
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2011 - Dec 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management510MILLIONS
Total Number of Accounts1,861ACCOUNTS
Average Account Value$274,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, ID, NH, NV, TX, UT, WA
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