DM
DM

David Mathews

13 Years of Experience
Dallas, TX

David Mathews is a registered investment advisor at Qkm, L.L.C., based in Dallas, TX, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Annual Retainer:$1,000 - $10,000/year
One-Time Plan:$5,000 - $25,000
Loading...

Location

Dallas, TX

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

David is a 49% owner of Bear Trap Partners, L.L.C., a real estate investment company, and a licensed real estate broker in Texas. These activities take a few hours per week.

Employment History
Current Registrations
Qkm, L.L.C.
May 2016 - Present · 10 yrs
Previous Registrations
Qkm, L.L.C.
May 2012 - December 2015 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Mathews - Financial Advisor | TrueAdvisor