David Basten
- Role
- Yorktown Funds
- Location
- Lynchburg, VA, US
- LinkedIn followers
- 500 followers
About David Basten
Chasing market trends and making narrow bets may deliver short-term gains—but they won’t…
Experience
Present
Skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Securities
- Estate Planning
- Financial Services
- Series 24
- Etfs
- Asset Allocation
- Mutual Funds
- Finance
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 65
- Hedge Funds
- Iras
- Financial Markets
- Wealth Management Services
- Equities
- 401k
- Asset Managment
- Series 63
- Retirement Planning
- Finra
- Fixed Income
- Retirement
- Bonds
- High Net Worth Individuals
- Strategic Financial Planning
- Financial Planning
- Wealth
- Asset Management
- Financial Advisory
- Investment Management
- Uniform Combined State Law
- Series 7
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