AUMdb
DR

David Richard Wallace

CRD 5758794 Chartered Financial Analyst

Firms

FirmRoleAs of
Capfinancial Partners, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗