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David T
Series 63, Series 66
Houston, TX
Arete Advisors
David Tolson is a financial advisor with Arete Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to founding Arete Advisors, he operated as a sole proprietor and worked at LPL Financial LLC. In addition to his advisory role, he spends a significant portion of his time as an insurance agent at Arete Insurance Services, LLC. Arete Advisors offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, privately held businesses, and corporate retirement plans. The firm uses a combination of fundamental and technical analysis with customized portfolio management and serves clients through wrap fee programs and managed platforms provided by LPL Financial.
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