David R. Faulkner,  CFP<sup>&reg;</sup> - Financial Advisor

David R. Faulkner, CFP®

RICP®

Partner | Financial Advisor

Spectrum Advisors

2805 Dallas Pkwy, Ste 200
Plano, TX 75093-8720
FINANCIAL ADVISOR'S WEBSITE
(972) 931-3700 CONNECT WITH David
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General

David Faulkner is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Spectrum Advisors in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth

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