David
Riley
Strategy Financial Group
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About this Advisor
David Riley is a financial advisor based in Phoenix, Arizona, working with Strategy Financial Group. David has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Strategy Financial Services, LLC, and Strategy Financial Insurance, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, David is part of Strategy Financial Group, which operates out of Phoenix, Arizona. The firm has 3 offices and 14 employees. The firm manages assets totaling $181.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Strategy Financial Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategy Financial Group Brokerage Details
$181,497,992
14
1,149
$157,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
David Riley Work History
Strategy Financial Services, LLC
Strategy Financial Insurance, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of David Riley 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 Strategy Financial Group
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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