David L. Stull
STOREHOUSE FINANCIAL LLC
Fort Worth, TX 76107
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CRD#: 5153633
Professional summary
David Lile Stull, CFP® is a registered financial advisor currently at STOREHOUSE FINANCIAL LLC located in Fort Worth, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 1 firm and has passed the Series 65 exam.
Biography
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Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Education Planning
Estate Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Granbury Anesthesia, P.C.; Not investment-related; Granbury, TX; Medical office; ; Owner, President, Director; March 1990; 0 hours per month; 0 hours per month during trading hours; Medical office and practice.
Buckeye Investors, LLC; investment-related; Granbury, TX; Personal real estate investments; owner; February 2009; 0 hours per month; 0 hours per month during trading hours; Entity hold personal real estate investments.
CRS (Client Relationship Summary) - RIA
Click below to view David Lile Stull's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
August 7, 2006 - Present
STOREHOUSE FINANCIAL LLC
Office #1: 3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107RIA
CRD#: 140738
Fort Worth, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STOREHOUSE FINANCIAL LLC
STOREHOUSE | STOREHOUSE FINANCIAL LLC
CRD#: 140738 / SEC#: 801-122416
RIA
Registered Investment Advisory firm - (9/29/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/19/2021 Terminated)Texas
Registered Investment Advisory firm - (10/15/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/18/2021)
IAR
Florida(11/16/2021)
IAR
Louisiana(2/14/2018)
IAR
Texas(8/7/2006)
Current Firm
STOREHOUSE FINANCIAL LLC
STOREHOUSE | STOREHOUSE FINANCIAL LLC
CRD#: 140738 / SEC#: 801-122416
RIA
Registered Investment Advisory firm - (9/29/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/19/2021 Terminated)Texas
Registered Investment Advisory firm - (10/15/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107
Mailing Address
3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107
Phone number
(877) 305-3233
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,029 |
| AUM (Assets Under Management) | $ 207,903,023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
