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David Betasso Tombs

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas
Series 65Clean record11 years registeredAMICUS FINANCIAL ADVISORS, LLC
7021 KEWANEE AVE, LUBBOCK, TX 79424CRD# 6511097Firm CRD# 131315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Betasso Tombs · LUBBOCK, TX
Registration
CRD #6511097 · AMICUS FINANCIAL ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

AMICUS FINANCIAL ADVISORS, LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 30, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMICUS FINANCIAL ADVISORS, LLC
CRD 131315 · SEC 801-113147
AUM
$439M
Regulatory assets under management
Employees
17
1,359 client accounts
Services offered by AMICUS FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMICUS FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Betasso Tombs offer?
David Betasso Tombs specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are David Betasso Tombs's credentials?
David Betasso Tombs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Betasso Tombs located?
David Betasso Tombs is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does David Betasso Tombs charge for services?
David Betasso Tombs'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 AMICUS FINANCIAL ADVISORS, LLC?
AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LUBBOCK, TX
Cameron Douglas Bowen
LUBBOCK, TX
Evan John Smith
LUBBOCK, TX

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