David Bridgforth
Advisor at South Texas Advisors for Retirees, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at South Texas Advisors for Retirees, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
South Texas Advisors for Retirees, LLC
Location
San Antonio, TX
Credentials
Series 65
Industry experience
15 years
David Bridgforth is a financial advisor with South Texas Advisors for Retirees, LLC in San Antonio, TX, holding a Series 65 credential and 15 years of industry experience. He has been with South Texas Advisors for Retirees since 2010 and also owns South Texas Assurance for Retirees, an insurance agency established in 1990, where he dedicates the majority of his professional time. South Texas Advisors for Retirees provides investment supervisory services and hourly financial planning to individual and high-net-worth clients, using a documented risk tolerance approach and a trading strategy focused on options alongside other securities. The firm manages discretionary portfolios and offers commissionable insurance products through its principal’s licensed insurance agent status.
Based on South Texas Advisors for Retirees, LLC
$0+: 0.50% for Bonds and CDs $0+: 1.50% for Stocks, ETFs, and Mutual Funds $0+: 2.00% for Stocks, ETFs with Options
$150 to $250 per hour, negotiable
Account minimum: $100,000
San Antonio, TX
Texas
South Texas Advisors for Retirees, LLC (154793)
2010 - Present (16 years)
South Texas Assurance for Retirees
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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