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David Ashley Ragan

GRUNDEN FINANCIAL ADVISORY, INC.·DENTON, Texas
Clean record19 years registeredGRUNDEN FINANCIAL ADVISORY, INC.
515 SOUTH CARROLL BLVD, DENTON, TX 76201CRD# 4590748Firm CRD# 111595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ashley Ragan · DENTON, TX
Registration
CRD #4590748 · GRUNDEN FINANCIAL ADVISORY, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Jan 2026 – present
GRUNDEN FINANCIAL ADVISORY, INC.
Mar 2012 – Jan 2026
DENTON, TX
GRUNDEN FINANCIAL ADVISORY, INC.
Jun 2007 – Dec 2011
DENTON, TX
02

Registrations & Exams

Registration record
First registered · June 18, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRUNDEN FINANCIAL ADVISORY, INC.
CRD 111595 · SEC 801-58252
AUM
$365M
Regulatory assets under management
Employees
6
833 client accounts
Services offered by GRUNDEN FINANCIAL ADVISORY, INC.
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
View all advisors at GRUNDEN FINANCIAL ADVISORY, INC. →
Introduction

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05

Frequently Asked Questions

What services does David Ashley Ragan offer?
David Ashley Ragan specializes in Financial Planning, Investment Management. Contact their office in DENTON, Texas for a consultation.
What are David Ashley Ragan's credentials?
David Ashley Ragan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ashley Ragan located?
David Ashley Ragan is based in DENTON, Texas, working with GRUNDEN FINANCIAL ADVISORY, INC.. Their office serves clients in the DENTON metropolitan area and surrounding communities.
How does David Ashley Ragan charge for services?
David Ashley Ragan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRUNDEN FINANCIAL ADVISORY, INC.?
GRUNDEN FINANCIAL ADVISORY, INC. has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRUNDEN FINANCIAL ADVISORY, INC.

Ricky Lee Grunden
DENTON, TX
Susannah Marie Thomas
DENTON, TX

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