David Caviness
Guiding High Achieving Professionals to Financial Independence | CFP® | Founder of Caviness Wealth Management
- Role
- Wealth Manager at Caviness Wealth Management, Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About David Caviness
With over 24 years of experience in the financial industry and a CFP® certificant, I…
Experience
Wealth Manager
Caviness Wealth Management, Llc
Dec 2006 — Present · Dallas-Fort Worth, TX, US
I founded Caviness Wealth Management, LLC to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear, realistic and results-driven. With over 15 years experience as a wealth manager, I have developed an extensive background in creating and implementing comprehensive wealth management strategies to select individuals, families and businesses-Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Caviness Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have notbeen reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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