David Allred (CRD# 2260686) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Worth, TX and has over 31 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David E. Allred, Cpa, Pc - Wealth Management | Colleyville, TX | Jan 2001 - Current | 23 |
| Avantax Advisory Services | Colleyville, TX | Jan 2000 - Current | 24 |
| Avantax Insurance Agency, LLC | Colleyville, TX | Sep 1996 - Current | 27 |
| Avantax Investment Services, Inc. | Colleyville, TX | Jul 1992 - Current | 31 |
| David E Allred Cpa Pc | Colleyville, TX | Jan 2001 - Dec 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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