David L. Downs, CFP CASL RICP ChFC CLU CAP

David L. Downs, CFP CASL RICP ChFC CLU CAP

Retirement Planning Specialist & Financial Consultant

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location of David L. Downs, CFP CASL RICP ChFC CLU CAPPlano, Texas, United States

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  • Timeline

  • About me

    Retirement Planning Specialist & Financial Consultant

  • Education

    • University of Illinois Chicago

      1994 - 1997
      BS Finance
  • Experience

    • Equitable Advisors

      Oct 1997 - now
      Retirement Planning Specialist & Financial Consultant

      Downs Fischer Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Securities offered through Equitable Advisors, LLC (NY, NY (212)314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure. o Arkansas Insurance License #1637451 o California Insurance License #4096473 Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Show less

  • Licenses & Certifications

    • CFP

      CFP Board