David Tovey is a CFP-designated registered investment advisor, based in Austin, TX, with 19 years of industry experience.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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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 the owner of Blue Shamrock, Inc., a pass-through entity, and a board member of Russo Operational Consulting Group, dedicating minimal time to each. He also works as a financial advisor for HF3 Wealth Partners (full-time) and uses Holistiplan tax software with clients (a few hours per week).
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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