David A. Gray
- Role
- Wealth Advisor at Lpl Financial Managing Partner at Buttonwood Financial Partners at LPL Financial
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About David A. Gray
My mission is to help my clients make educated financial decisions by designing…
Experience
Wealth Advisor at Lpl Financial Managing Partner at Buttonwood Financial Partners
Jan 2009 — Present
Specialties: Retirement Planning, Educational Planning, Retirement Plans, Asset Allocation Strategies, Portfolio Management, Comprehensive Wealth Management, Global Asset Management, Financial Planning, Municipal Bonds, IRA\'s, 401K\'s, Mutual Funds, Passive Investing Strategies, and Asset Management through LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, IA, IL, MA, MI, MN, MO, MT, NC, NY, OK, PA, TX, VA, WA, WI, WY Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
SMU Cox School of Business
BBA, Finance & Real Estate
1986 — 1989
Babson F.W. Olin Graduate School of Business
Master of Business Administration - MBA
1994 — 1996
Skills
- Asset Managment
- Series 63
- Fixed Annuities
- Financial Planning
- Uniform Combined State Law
- Wealth Management
- Alternative Investments
- 401k
- Securities
- Fixed Income
- Retirement
- Etfs
- Retirement Planning
- Finra
- Estate Planning
- Series 7
- Investment Management
- Mutual Funds
- Investment Strategies
- Iras
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Trading
- Investments
- Asset Allocation
- Asset Management
- Financial Advisory
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