David Dansby, financial advisor Washington DC
101 score

David Dansby

CRD Number: 3123835
Current Firm: Janney Montgomery Scott LLC

David Dansby (CRD# 3123835) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 16 years of experience in the finance industry. David has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Washington, DC Jul 1998 - Current 18
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) May 2000
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for David R. Dansby
Phone Number:
Firm Website: http://www.janney.com
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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