David Isley
Advisor at Abound Investments
Updated today
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
Abound Investments
Location
Fuquay Varina, NC
Credentials
Series 63, Series 65
Industry experience
18 years
About
David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.
Client services
Based on Abound Investments
Financial planning
Portfolio management
Pension consulting
Fee options
Flat fees may be charged for pension/profit sharing plans and financial planning; specific amounts not stated.
Certain non-qualified retirement plans or insurance based plans may be paid on a commission basis; clients will be notified in writing before any product purchase.
Non-managed financial advice and financial planning billed on a flat dollar or hourly amount; specific hourly rates not stated.
Fee-only: Fees are generally negotiable; capped at 1% of plan assets for pension/profit sharing plans and capped at 2% of account assets for individual investment advisory clients.
Location
Fuquay Varina, NC
Most active in
David I has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Various Insurance Carriers
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Brodie Wealth Management
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