David Corison
David Corison is a registered investment advisor at Independent Financial Group, LLC, based in Delray Beach, FL, with 21 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
David sells life insurance and fixed annuities, dedicating a few hours per week to this activity. He is also a managing partner at Rain Advisors LLC, spending full-time hours to run the business, and is involved in real estate and a restaurant.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations7 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
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