DH
CFP
DH
CFP
David Hart is a CFP-designated registered investment advisor, based in Asheville, NC, with 23 years of industry experience.
Location
79 Woodfin Place, Ste. 201, Asheville, NC, 28801
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2014Settled
Customer Dispute
July 2014Award / Judgment
Other Business ActivitiesSells Insurance
David is a co-owner of Paragon Financial, LLC, which facilitates securities, advisory, and insurance business, taking up nearly all of his time. He is also a co-owner of Harbus, LLC, which currently has no activity, and he sells fixed insurance, dedicating minimal time to it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2025 - Present · 7 mos
Cambridge Investment Research Advisors, INC.
October 2025 - Present · 7 mos
Cambridge Investment Research, INC.
October 2025 - Present · 7 mos
Previous Registrations
Commonwealth Financial Network
August 2023 - October 2025 · 2 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2023 - October 2025 · 2 yrs 2 mos
LPL Financial LLC
December 2005 - September 2023 · 17 yrs 9 mos
LPL Financial LLCBroker
December 2005 - September 2023 · 17 yrs 9 mos
A. G. Edwards & Sons, INC.
May 2004 - December 2005 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - December 2005 · 3 yrs 8 mos
State Registrations24 states
ALCACTFLGAILKYMAMDMIMONCNVNYOKPASCTNTXUTVAWAWIWV
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.