David Propes is a registered investment advisor, based in Holly Springs, NC, with 19 years of industry experience.
Location
4928 Linksland Drive, Suite 220, Holly Springs, NC, 27540
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Regulatory History
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 partner and operator of The Family Farm on Avent Ferry, involved in farm management and sales, dedicating about 10-20% of his time. He also works nearly full-time as an Investment Advisory Representative for Kestra Advisory Services LLC and Avent Oaks Asset Management, providing financial planning, sales, and service.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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