David Sather, financial advisor Victoria TX

David Sather

CRD Number: 2312957
Current Firm: Sather Financial Group, Inc.

David Sather (CRD# 2312957) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 31 years of experience in the finance industry. David Sather 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.

Similar Advisors
James Baker, financial advisor Victoria TX
James M. Baker
CRD# 6374747
Edward Jones
Similar Advisors
Chris Bludau, financial advisor Victoria TX
Chris A. Bludau
CRD# 4504654
Edward Jones
Similar Advisors
Mark Chavez, financial advisor Victoria TX
Mark A. Chavez
CRD# 5539066
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Sather Financial Group, Inc. Victoria, TX Apr 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for David S. Sather
Phone Number: 361-570-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,734
    MILLIONS
  • Total Number of Accounts
    1,305
    ACCOUNTS
  • Average Account Value
    $1,328,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

LA, NE, NH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.