David Burch is a ChFC-designated registered investment advisor, based in Atlanta, GA, with 50 years of industry experience.
Location
5784 Lake Forrest Dr., ste 220, Atlanta, GA, 30328
Get directionsHistory
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 serves on the Terry College of Business Emeritus Board of Directors and is involved with multiple real estate ventures. He also provides insurance services, including group medical, dental, long-term disability, and life insurance, and works as an advisory representative of a registered investment advisor, spending a few hours per week on each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Peachtree Planning Advisors, INC.
Park Avenue Securities LLCBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
State Registrations8 states
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.