| Advisor Profile |
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| Name: |
David Van Geffen |
| Phone Number: |
(337) 205-7068 |
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Business Description |
| David believes that with his education and experience he is uniquely qualified in providing financial services for his clients. He is committed to helping his clients achieve their financial goals. David accomplishes this through a comprehensive review of his clients' objectives, combined with a conservative, long-term approach to asset allocation and selection of superior financial products.
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General Information |
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| Years of Experience in Financial Services: |
23
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Education |
| Academic Background |
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| BS, Accounting - University of Southwestern Louisiana (1978) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Options, Real Estate, Alternative Investments, Bonds, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Certified Public Accountant, Series 6, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
David Van Geffen |
Frequently Asked Questions |
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