David Carbajal is a CFP-designated registered investment advisor, based in Houston, TX, with 10 years of industry experience.
Location
1233 West Loop S Suite 1800 Houston, TX, USA, 7702, Houston, TX, 77027
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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 owns a rental real estate LLC and works for Woodforest Financial Services, providing wealth management services to bank clients. He also offers non-variable life insurance to bank clients, dedicating about a quarter to half of his time to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Paul Comstock Partners
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations27 states
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