Broker Check
Roger J. David

Roger J. David

Financial Adviser, Owner

Throughout his 22-year career, Roger has been dedicated to helping his clients manage their unique financial lives. He is committed to developing a comprehensive, written financial plan for each client; his client service model provides relevant client education, consistent and timely communication, and scheduled face-to-face review meetings. Roger also manages the firm’s technology platforms, security, and financial planning operations; develops client education; and oversees the firms’ marketing activities and operations. Roger compiles and organizes economic and market data for the firm and its clients. Roger is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.