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David B
Series 65
San Antonio, TX
South Texas Advisors for Retirees, LLC
David Bridgforth is a financial advisor with South Texas Advisors for Retirees, LLC in San Antonio, TX, holding a Series 65 credential and 15 years of industry experience. He has been with South Texas Advisors for Retirees since 2010 and also owns South Texas Assurance for Retirees, an insurance agency established in 1990, where he dedicates the majority of his professional time. South Texas Advisors for Retirees provides investment supervisory services and hourly financial planning to individual and high-net-worth clients, using a documented risk tolerance approach and a trading strategy focused on options alongside other securities. The firm manages discretionary portfolios and offers commissionable insurance products through its principal’s licensed insurance agent status.
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