Thorough Financial Group
Desiring to positively impact people’s lives, David excitedly joined Waddell & Reed in Raleigh, North Carolina as a financial advisor in March of 2002. Originally from White Plains, New York, David moved south after graduating from Binghamton University. He currently holds his Series 7 and 66 securities registrations as well as his life, health and long term care insurance licenses.
*The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards received, please contact David.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Thorough Financial Group is a separate entity from WRI.
Waddell & Reed is not affiliated with any other entities referenced. 05/20