David A. Bridgforth

SOUTH TEXAS ADVISORS FOR RETIREES

San Antonio, TX

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CRD#: 804081

Professional summary

David Alan Bridgforth is a registered financial advisor currently at SOUTH TEXAS ADVISORS FOR RETIREES, LLC located in San Antonio, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. David has worked at 5 firms and has passed the Series 65, Series 7, Series 1 and Series 24 exams.

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.

SOUTH TEXAS ASSURANCE FOR RETIREES, NOT INVESTMENT RELATED, 9901 W INTERSTATE 10 # 440, SAN ANTONIO, TX 78230-2252, AN INSURANCE AGENCY, OWNER, 1990, HE SPENDS 90% OF HIS TIME ON THOSE ACTIVITIES AND CONSIDERS THEM HIS PRIMARY BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Bridgforth'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

September 30, 2010 - Present

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

RIA

CRD#: 154793

San Antonio, TX

Past

August 25, 1983 - August 20, 1986

FINANCIAL PLANNING SECURITIES COMPANY

CRD#: 10055

Past

January 28, 1975 - October 7, 1978

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

January 28, 1975 - October 7, 1978

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

January 28, 1975 - October 7, 1978

IDS LIFE INSURANCE COMPANY

CRD#: 6321

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
(9/30/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 1/24/1975

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/17/1983

General Securities Principal Examination

Current Firm

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

CRD#: 154793 / SEC#:

Texas

Registered Investment Advisory firm - (9/30/2010 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

Phone number

(210) 694-0841

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 8,880,778

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Bridgforth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Bridgforth's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

FINANCIAL PLANNING SECURITIES COMPANY

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2010

Series 7

Date: 8/20/1983

Series 1

Date: 1/24/1975

Series 24

Date: 10/17/1983

Current Firm

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

TRUST BUT VERIFY

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