David
Bannon
Capital Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Bannon is a financial advisor operating in Birmingham, Alabama who has 7 years of relevant experience. Bannon currently works for Capital Advisors, Inc. Over the course of their career, Bannon has held roles at Capital Advisors, Inc, Quasar Distributors, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Minshall & Company. Bannon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Georgia, Oklahoma and Texas. Capital Advisors, Inc is a registered investment business that has its headquarters in Tulsa, OK. The investment advisory business has offices in 10 locations and a total of 59 people on staff. It administers $4 billion in assets under management between its 2,625 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 2,625 client accounts, 43% are held by high-net-worth investors who have more than $1 million in investable assets. Capital Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which service is offered. Fee types billed by Capital Advisors, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
David Bannon Work History
David has been registered as a financial advisor for 7 years.*
Capital Advisors, Inc
Quasar Distributors, LLC
Minshall & Company
Charles Schwab Bank
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Bannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Advisors, Inc
Tulsa, OK
Tulsa, OK
Frisco, TX
Frisco, TX
Frisco, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
