DM
David Madden
RESILIENT FINANCIAL SOLUTIONS
LEBANON, TN
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CRD#: 7899568
DM
Professional summary
David Madden is a registered financial advisor currently at RESILIENT FINANCIAL SOLUTIONS located in Lebanon, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.
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.
David Madden is currently employed as a Senior Program Manager at a defense subcontractor. This activity accounts for approximately 80% of his time during trading hours. However, due to the nature of the employment being a telework position with flexible hours, RFS can adjust hours at any time to be able to respond to market conditions during trading hours. David Madden is also the Founder and CEO of Truly Found LLC. This business is an online reseller of collectibles and toys on retailer platforms. This activity accounts for approximately 6 hours per week, none of which occur during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view David Madden'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®
NoneExperience
Current
June 14, 2024 - Present
RESILIENT FINANCIAL SOLUTIONS
RIA
CRD#: 331146
LEBANON, TN
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
Tennessee(6/14/2024)
IAR
Texas(8/22/2024)
Current Firm
RF
RESILIENT FINANCIAL SOLUTIONS
RESILIENT FINANCIAL SOLUTIONS | RESILIENT FINANCIAL SOLUTIONS LLC
CRD#: 331146 / SEC#:
Tennessee
Registered Investment Advisory firm - (6/13/2024 Approved)Texas
Registered Investment Advisory firm - (8/15/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lebanon, TN
Mailing Address
Phone number
(937) 204-4358
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 600,000 |
Red Flags
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