David Sirna is a registered investment advisor, based in Dallas, TX, with 23 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2000 Mckinney Avenue, Suite 700, Dallas, TX, 75201
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Regulatory History
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 works as a Private Client Advisor at Texas Capital Bank, dedicating full-time hours to this role. He also engages in insurance sales/services, focusing on fixed insurance products, and dedicates minimal time to this activity. David is also a board member for Aspire, an education and literacy organization.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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