David Isley is a registered investment advisor, based in Fuquay Varina, NC, with 18 years of industry experience.
Location
Fuquay Varina, NC
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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 a licensed North Carolina Life & Health Insurance Agent.
Employment History
Previous Registrations
Abound Investments
April 2013 - December 2025 · 12 yrs 8 mos
Park Avenue Securities LLC
February 2006 - September 2009 · 3 yrs 7 mos
Waddell & Reed, INC.
July 2002 - September 2004 · 2 yrs 2 mos
State Registrations1 state
NC
Advisor
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.