David R. Faulkner,  CFP<sup>&reg;</sup> - Financial Advisor

David R. Faulkner, CFP®

Portfolio Manager

Spectrum Advisors

15301 Spectrum Dr, Ste 115
Addison, TX 75001
FINANCIAL ADVISOR'S WEBSITE
(972) 931-3700 CONNECT WITH David
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General

David Faulkner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spectrum Advisors in Addison, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth

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