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David T
Series 65
Loudon, TN
Gradient Advisors, LLC
David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and bringing 16 years of industry experience. He has worked with Gradient Advisors since 2013 and is also president and sales agent at IntelliShield, where he has been involved in life, health, and annuity sales since 2010. Outside of his advisory roles, he serves as an educational speaker and advisor for the Society of Financial Awareness and works as an estate planning advisor collaborating with legal professionals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives in a largely non-discretionary model, employing various analytical methods to align portfolios with client objectives and risk tolerance.
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