David Doherty (CRD# 2059881) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 34 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul, MN | Apr 2010 - Current | 14 |
| Securian Financial Services | St. Paul, MN | Apr 2010 - Current | 14 |
| Tax And Financial | Newport Beach, CA | Apr 2010 - Current | 14 |
| Adkf Financial Services | San Antonio, TX | Nov 1998 - Current | 25 |
| Akin Doherty Klein & Feuge P.c. | San Antonio, TX | Jul 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
- TX
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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