David Yeazell is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 20 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
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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 dually-registered as an investment advisor representative and a registered representative, dedicating most of his time to the former. He is also an insurance agent with Octavia Risk Management LLC, spending about 10-20% of his time on insurance implementation.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations11 states
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