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David Saddler

14 Years of Experience
Abingdon, VA
2 DisclosuresBrokerSells Insurance

David Saddler is a registered investment advisor, based in Abingdon, VA, with 14 years of industry experience.

Location

410 West Main St., Abingdon, VA, 24210

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History

Regulatory History (2)
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Financial
November 2017
Final
Financial
March 2017
Final
Other Business ActivitiesSells Insurance

David provides tax and accounting services, primarily unpaid for family, and is part-owner/independent insurance agent for various companies. He is also an advisory rep of a RIA, manages rental real estate, owns rental real estate, and uses a trade name for wealth advising.

Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2012 - Present · 13 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2012 - Present · 13 yrs 11 mos
Cambridge Investment Research, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
AXA Advisors, LLC
October 2011 - July 2012 · 9 mos
AXA Advisors, LLCBroker
September 2011 - July 2012 · 10 mos
Linsco/private Ledger CORP.Broker
November 1994 - January 1995 · 2 mos
State Registrations3 states
NCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.