David
York
Cain, Watters & Associates, LLC
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About this Advisor
David York is a certified financial planner operating out of Frisco, Texas who has 1 year of industry experience. York is currently employed by Cain, Watters & Associates, LLC. Their career trajectory has included roles at Auburn University, Health Management Associates, Pricewaterhousecoopers Llp, Cain Watters & Associates, LLC and High School. York is approved to work in Texas. Cain, Watters & Associates, LLC is a firm that has its headquarters in Frisco, TX. The investment advisory business has a total of 265 people on staff. It controls $3 billion in total assets between its 7,784 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 7,784 customer accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. Cain, Watters & Associates, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on the type of financial services. However, fees charged by Cain, Watters & Associates, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cain, Watters & Associates, LLC Brokerage Details
$2,664,713,561
265
7,784
$342,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David York Work History
David has been registered as a financial advisor for 1 years.*
Cain Watters & Associates, LLC
Pricewaterhousecoopers Llp
Health Management Associates
Auburn University
High School
*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 York 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 Cain, Watters & Associates, LLC
Frisco, TX
Frisco, TX
Frisco, TX
Plano, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
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.
