Unclaimed Profile

David Jacob Garff

ACCUVEST GLOBAL ADVISORS, INC.·PROVO, Utah

Series 7, Series 31, Series 63, Series 65Clean record29 years registeredACCUVEST GLOBAL ADVISORS, INC.

3575 N. 100 E., PROVO, UT 84604CRD# 2283418Firm CRD# 134096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Jacob Garff · PROVO, UT

Registration

CRD #2283418 · ACCUVEST GLOBAL ADVISORS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

ACCUVEST GLOBAL ADVISORS, INC.

Jul 2005 – present

PROGRESS ADVISORS, LLC

Apr 2008 – Jun 2008

MIAMI, FL

WILLIAM WRIGHT ASSOCIATES LIMITED

Apr 2005 – Dec 2005

WALNUT CREEK, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – Mar 2005

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096 · SEC 801-68887

AUM

$518M

Regulatory assets under management

Employees

310 client accounts

Services offered by ACCUVEST GLOBAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ACCUVEST GLOBAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Jacob Garff offer?

David Jacob Garff specializes in Investment Management. Contact their office in PROVO, Utah for a consultation.

What are David Jacob Garff's credentials?

David Jacob Garff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Jacob Garff located?

David Jacob Garff is based in PROVO, Utah, working with ACCUVEST GLOBAL ADVISORS, INC.. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does David Jacob Garff charge for services?

David Jacob Garff's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCUVEST GLOBAL ADVISORS, INC.?

ACCUVEST GLOBAL ADVISORS, INC. has approximately 6 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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