DG
DG

David B Gardner

21 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

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Location

980 East 800 North, Suite 203, Orem, UT, 84097

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2010
Other Business ActivitiesSells Insurance

David is a partner at Caliber Select Insurance LLC, dedicating minimal time to bookkeeping and new agent hires. He is also president of 112 Ventures LLC, a bookkeeping and tax planning company, and a partner at Thirty Three, LLC, a private corporation managing investments, dedicating minimal time to each. Finally, David is a managing partner at Caliber Wealth Management, an RIA, spending nearly all of his time providing investment advisory services.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Caliber Wealth Management, LLC
December 2014 - July 2024 · 9 yrs 7 mos
Triad Advisors, INC.Broker
January 2012 - May 2015 · 3 yrs 4 mos
Riggs Capital Management, LLC
April 2010 - December 2014 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - February 2010 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - February 2010 · 5 yrs 6 mos
State Registrations12 states
AZCADEHIIDNENJNVNYTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David B Gardner - Financial Advisor | TrueAdvisor