Claim Profile
Unclaimed Profile
DB

David Jay Bennett

FPF, LLC·BURLESON, Texas
SIE, Series 7, Series 24, Series 63, Series 6522 years registeredFPF, LLC
11805 HASSOP LANE, BURLESON, TX 76028CRD# 2648958Firm CRD# 293160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jay Bennett · BURLESON, TX
Registration
CRD #2648958 · FPF, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

Apr 2018present
Sep 2006Apr 2018
Burleson, TX
CALIFORNIA PLAN OF CHURCH FINANCE INC.
Mar 2004Jun 2005
FRESNO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 17, 2004
Years registered · 22
03

Disclosure History

2023Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
EXPAND FINANCIAL GROUP, LLC
CRD 293160 · SEC 801-112833
AUM
$25M
Regulatory assets under management
Employees
3
205 client accounts
Services offered by EXPAND FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BURLESON?

Browse all registered financial advisors in BURLESON, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does David Jay Bennett offer?
David Jay Bennett specializes in Financial Planning, Investment Management. Contact their office in BURLESON, Texas for a consultation.
What are David Jay Bennett's credentials?
David Jay Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jay Bennett located?
David Jay Bennett is based in BURLESON, Texas, working with FPF, LLC. Their office serves clients in the BURLESON metropolitan area and surrounding communities.
How does David Jay Bennett charge for services?
David Jay Bennett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FPF, LLC?
FPF, LLC has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →