DB
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David Belanger

25 Years of Experience
Round Rock, TX
Broker

David Belanger is a registered investment advisor, based in Round Rock, TX, with 25 years of industry experience.

Location

Round Rock, TX

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History

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.

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Employment History
Current Registrations
First Command Brokerage Services, INC.
January 2025 - Present · 1 yr 4 mos
First Command Advisory Services
January 2025 - Present · 1 yr 4 mos
First Command Brokerage Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Citigroup Global Markets INC.
October 2023 - January 2025 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
October 2023 - January 2025 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
August 2022 - October 2023 · 1 yr 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2022 - October 2023 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - June 2022 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - June 2022 · 7 mos
Wells Fargo Clearing Services, LLC
June 2016 - November 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - November 2021 · 5 yrs 5 mos
Woodbury Financial Services, INC.Broker
April 2014 - June 2016 · 2 yrs 2 mos
Fsc Securities CorporationBroker
April 2014 - June 2016 · 2 yrs 2 mos
Royal Alliance Associates, INC.Broker
April 2014 - June 2016 · 2 yrs 2 mos
Sagepoint Financial, INC.Broker
April 2014 - June 2016 · 2 yrs 2 mos
Raymond James & Associates, INC.
January 2013 - March 2014 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
January 2013 - March 2014 · 1 yr 2 mos
Ing Financial Partners, INC.Broker
June 2012 - January 2013 · 7 mos
USAA Financial Planning Services
April 2011 - June 2012 · 1 yr 2 mos
USAA Financial Advisors, INC.Broker
April 2011 - June 2012 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - April 2011 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - April 2011 · 7 mos
Sagepoint Financial, INC.
May 2010 - September 2010 · 4 mos
Fsc Securities CorporationBroker
January 2010 - September 2010 · 8 mos
Royal Alliance Associates, INC.Broker
January 2010 - September 2010 · 8 mos
Sagepoint Financial, INC.Broker
December 2009 - September 2010 · 9 mos
Charles Schwab & CO., INC.
September 2007 - June 2009 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
February 2000 - June 2009 · 9 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
David Belanger - Financial Advisor | TrueAdvisor