David Mccool is a registered investment advisor, based in Farmers Branch, TX, with 29 years of industry experience.
Location
Farmers Branch, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner of McCool Wealthcare Management, an investment advisory firm, taking nearly full-time hours. He also works as a CPA and is an insurance agent with Avantax Insurance, dedicating minimal time to both.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
May 1997 - October 2019 · 22 yrs 5 mos
1st Global Capital CORP.Broker
March 1997 - October 2019 · 22 yrs 7 mos
State Registrations6 states
ARCOMSNETNTX
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.