David Erskine is a registered investment advisor, based in Tucson, AZ, with 13 years of industry experience.
Location
2055 N. Kolb Road, Suite 101, Tucson, AZ, 85715-4099
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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 an insurance agent/broker for Dearborn National and a producer for Avantax Insurance Agency/Services, selling insurance products and indexed annuities. He is also a partner in a CPA firm, owner of Capstone Capital Management LLC, and member/owner of TVK LLC, dedicating about 10-20% of his time to the CPA firm.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations11 states
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