David
Daughtrey
Copperwynd Financial
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About this Advisor
David Daughtrey is a certified financial planner and chartered financial analyst who works out of Scottsdale, Arizona who has 16 years of relevant experience. Daughtrey is an advisor for Copperwynd Financial. Daughtrey has gained experience at Copperwynd Financial LLC and Purshe Kaplan Sterling Investments. Daughtrey holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Arizona, Texas and Utah. Copperwynd Financial is a business based in Scottsdale, AZ. It controls $459 million in total assets across its 1,930 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,930 client accounts, 38% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fees typically vary depending on the type of services. However, fees charged by Copperwynd Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperwynd Financial Brokerage Details
$458,949,625
10
1,930
$237,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
David Daughtrey Work History
David has been registered as a financial advisor for 16 years.*
Copperwynd Financial LLC
Purshe Kaplan Sterling Investments
*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 Daughtrey 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 Copperwynd Financial
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
South Jordan, UT
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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.
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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.
