Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florence, AL 35630
Credentials
Series 63, Series 65
Industry experience
28 years
David Elfenbein is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His previous roles include positions at Key Wealth Advisors LLC and Wells Fargo Advisors. He is also president of Elfenbein Wealth Management, an independent business. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
412 S. Court St. Ste 202
Florence, AL 35630
Alabama · Puerto Rico · Texas
Cambridge Investment Research, Inc.
2024 - Present (2 years)
Cambridge Investment Research Advisors
2024 - Present (2 years)
Key Wealth Advisors LLC
2021 - 2024 (3 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors Llc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
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Series 65, Series 66
Florence, AL
AlphaStar Capital Management
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Series 65
Florence, AL
AlphaStar Capital Management
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Series 65
Florence, AL
AlphaStar Capital Management
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ChFC®, Series 63
Florence, AL
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Terry Hood Sr. is a financial advisor with Eagle Strategies (NY Life) based in Florence, AL, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has been with Eagle Strategies since 2008 and operates Terry Hood Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering a range of programs and collaborating with affiliated insurance and broker-dealer entities as part of the New York Life group.
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