Financial Advisor Profile
301 SE Hwy 291
Lee's Summit, MO 64063
David brings a unique planning perspective to his client interactions resulting from of his 30 years of experience in the financial services industry. Attention to detail and excellent service are what you will experience when you meet with David.
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Mutual funds, annuities, and other investment products:
Not FDIC-insured May lose value No bank guarantee
- Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.