DF
DF

David French

5 Years of Experience
Austin, TX
3 DisclosuresSells Insurance

David French is a registered investment advisor at French Family Office, LLC, based in Austin, TX, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

609 Castle Ridge Road, Suite 445, Austin, TX, 78746

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2017
Final
Financial
June 2017
Final
Financial
February 2017
Final
Other Business ActivitiesSells Insurance

David owns David French & Associates, LLC, a tax and accounting firm, dedicating nearly full-time hours to firm management and oversight. He is also an independent insurance agent, though he currently spends no time on insurance sales duties, and owns DF Wealth Management, a pass-through entity for solicitor fees.

Employment History
Current Registrations
French Family Office, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wealthsource®
January 2021 - April 2022 · 1 yr 3 mos
Surepath Wealth Management
June 2020 - March 2021 · 9 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.