Advisor at French Family Office, 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
French Family Office, LLC
Location
Austin, TX 78746
Credentials
Series 65
Industry experience
5 years
David French is a financial advisor with French Family Office, LLC in Austin, TX, holding a Series 65 license and five years of industry experience. He has previously worked with WealthSource Partners, LLC and Carpenter & Langford, PLLC. Outside of his advisory role, he owns and manages a tax and accounting firm, David French & Associates, LLC. French Family Office, LLC operates as a solicitor, referring clients to third-party investment advisory firms rather than managing assets directly. The firm does not maintain custody of client funds or provide ongoing investment advice, and it confirms that recommended managers are properly licensed before making referrals.
Commissions received from insurance sales by Mr. French as a licensed insurance agent.
609 Castle Ridge Road, Suite 445
Austin, TX 78746
Texas
French Family Office, LLC
2022 - Present (4 years)
WealthSource Partners, LLC
2021 - 2022 (1 year)
David French & Associates, LLC
2018 - Present (8 years)
Carpenter & Langford, PLLC
2013 - 2019 (6 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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CFP®, Series 63
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