David Basinger
David Basinger is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Phoenix, AZ, with 26 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
Location
5010 East Warner Rd., Suite 212, Phoenix, AZ, 85044
Get directionsHistory
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 is the owner of Basinger Investment Group, LLC, offering investment and advisory services, as well as fixed insurance sales and service, dedicating nearly full-time hours to this. He also serves as Chairman of Arizona Community Church, spending a few hours per week on community outreach.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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
More Advisors
- John Smith, CFPDomain Money Advisors, LLC
- Cheryl Knight, ChFCLPL Enterprise, LLC
- Dane Breslo, CFPSchwab Wealth Advisory, INC.
- Sarah Spiller, CFP, ChFCCharles Schwab & CO., INC.
- Nicholas Doyle, CFP
- Jonathan Carter, CFACharles Schwab & CO., INC.