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DF

David R. French

FRENCH FAMILY OFFICE
Austin, TX 78746
Some features on this profile are disabled
CRD#: 7264336
DF

Professional summary

David Richard French, who also goes by David French, is a registered financial advisor currently at FRENCH FAMILY OFFICE, LLC located in Austin, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David French

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.
1. DAVID FRENCH & ASSOCIATES, LLC; NOT INVESTMENT-RELATED; 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746; TAX AND ACCOUNTING FIRM; OWNER; START 02/2018; APPROXIMATELY 200 HOURS/MONTH; APPROXIMATELY 68 HOURS/MONTH DURING SECURITIES TRADING HOURS; FIRM MANAGEMENT AND ENGAGEMENT OVERSIGHT. 2. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746; INSURANCE SALES; INSURANCE AGENT; START 06/2020; APPROXIMATELY 0 HOURS/MONTH; APPROXIMATELY 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. 3. DF Wealth Management. Non-Investment Related. 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746. PASS THROUGH ENTITY FOR SOLICITOR FEES. START 01/2021. APPROXIMATELY 0 HOURS/MONTH; APPROXIMATELY 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard French'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

June 1, 2022 - Present

FRENCH FAMILY OFFICE, LLC

Office #1: 609 Castle Ridge Road Suite 445, Austin, TX 78746
RIA
CRD#: 319119
Austin, TX
Past

January 26, 2021 - April 7, 2022

WEALTHSOURCE®

RIA
CRD#: 282202
AUSTIN, TX
Past

June 29, 2020 - March 30, 2021

SUREPATH WEALTH MANAGEMENT

RIA
CRD#: 283458
AUSTIN, 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
(6/1/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2020
Uniform Investment Adviser Law Examination

Current Firm

FF
FRENCH FAMILY OFFICE, LLC
FRENCH FAMILY OFFICE, LLC

CRD#: 319119 / SEC#:

Texas
Registered Investment Advisory firm - (6/1/2022 Approved)
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Contact information

Main Address
609 Castle Ridge Road Suite 445, Austin, TX 78746
Mailing Address
Phone number
(512) 829-8002
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FRENCH FAMILY OFFICE, LLC

CRD#: 319119Austin, TX 78746

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