David Bankston (CRD# 2023688) is an Investment Advisor Representative working at Rwc For Life in Lutz, FL and has over 27 years of experience in the finance industry. David Bankston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retire With Confidence For Life Dba Rwc For Life | Naperville, IL | Feb 2022 - Current | 2 |
| Bankston Wealth Management, Inc. Fka Bankston Financial Group | Tampa, FL | Apr 1999 - Current | 25 |
| David A Bankston Cpa, LLC | Tampa, FL | Mar 1990 - Current | 34 |
| Simplicity Wealth, LLC | Holland, MI | Apr 2020 - May 2022 | 2 |
| Fsc Securities Corp | Atlanta, GA | Jan 2016 - Oct 2018 | 2 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Feb 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- FL
- IL
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$126,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, TX
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