David
Dutton
United Brokerage Services, Inc
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About this Advisor
David Dutton is a financial advisor based in Greenville, North Carolina, working with United Brokerage Services, Inc. David has previously held positions at Axa Advisors, LLC, Systel Office Automation, Best Buy, East Carolina University, Equitable Advisors, LLC, and United Brokerage Service Inc. David has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, David is part of United Brokerage Services, Inc, which operates out of Greenville, North Carolina. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$249,745,693
101
790
$316,134
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Dutton Work History
United Brokerage Service Inc
Axa Advisors, LLC
Equitable Advisors, LLC
Systel Office Automation
Best Buy
East Carolina University
Disclosures
Please visit the SEC profile of David Dutton 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 United Brokerage Services Inc
Washington, NC
Arlington, VA
Parkersburg, WV
Lincolnton, NC
Inwood, WV
Mc Lean, VA
Rockville, MD
Dunbar, WV
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