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DP

David C. Preece

ROCKBOUND WEALTH MANAGEMENT
El Paso, TX 79912
Some features on this profile are disabled
CRD#: 5485171
DP

Professional summary

David Cecil Preece is a registered financial advisor currently at ROCKBOUND WEALTH MANAGEMENT located in El Paso, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.
-Elephant Investment Group, LP -Business is NOT investment related -Business address is 6568 Brisa Del Mar El Paso TX 79912 -Business is engaged in buying, developing, and selling residential real estate, currently owning 2 properties -Title: Owner -Began business in January of 2008 -Devote approximately 4 hours per month to Elephant Investment Group, LP -Devote zero hours to other business during securities trading hours -Duties include marketing two properties for rent, managing repair contractors when necessary for those two properties, paying taxes/insurance/mortgages monthly, and determining when to sell those two properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Cecil Preece'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®
None

Experience

Current

May 11, 2018 - Present

ROCKBOUND WEALTH MANAGEMENT

Office #1: 5915 Silver Springs Bldg 5, El Paso, TX 79912
RIA
CRD#: 292616
El Paso, TX
Past

January 13, 2011 - May 7, 2018

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

RIA
CRD#: 142428
EL PASO, TX
Past

February 11, 2008 - December 31, 2010

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

RIA
CRD#: 142428
EL PASO, TX

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
Texas
(5/11/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/8/2008
Uniform Investment Adviser Law Examination

Current Firm

RW
ROCKBOUND WEALTH MANAGEMENT
ELEPHANT INVESTMENT GROUP MANAGEMENT, LLC | ROCKBOUND WEALTH MANAGEMENT | ELEPHANT INVESTMENT GROUP, LP

CRD#: 292616 / SEC#:

Texas
Registered Investment Advisory firm - (5/11/2018 Approved)
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Contact information

Main Address
5915 Silver Springs Bldg 5, El Paso, TX 79912
Mailing Address
Phone number
(915) 929-5415
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts42
AUM (Assets Under Management)$ 5,200,000

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.

Company Information

ROCKBOUND WEALTH MANAGEMENT

CRD#: 292616El Paso, TX 79912

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