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David A. Means Jr., AEP®, CLU®, NQPC™, AIF®

David A. Means Jr., AEP®, CLU®, NQPC™, AIF®

Marketing

location of David A. Means Jr., AEP®, CLU®, NQPC™, AIF®DeNovo Advisory Group

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  • Timeline

  • About me

    Managing Director & Founder at DeNovo Advisory Group

  • Education

    • Austin College

      -
      Bachelor of Arts (B.A.) Economics and Finance

      Activities and Societies: Football - Captain - All Conference player, Baseball - Captain - All Conference player

    • The Wharton School

      -
      Certificate Retirement Planning

  • Experience

    • Independent Bank

      Jan 2006 - Dec 2006
      Marketing

    • Starkey Mortgage

      Jan 2007 - Dec 2007
      Mortgage Lender

    • AXA Advisors, LLC

      Jan 2009 - Dec 2016
      Regional Vice President Dallas Office

    • DeNovo Advisory Group

      Jan 2010 - now
      Managing Director & Founder

      www.DeNovoAdvisoryGroup.comCA License #0N12547

  • Licenses & Certifications

    • AEP®

      National Association of Estate Planners & Councils

    • AIF®

      Fi360

    • CLU®

      American College of Financial Services

    • NQPC™

      National Association of Plan Advisors

    • Texas General Lines: Agent Life, Accident, Health and HMO

      Texas Department of Insurance

    • Series 24

      FINRA

    • Series 7

      FINRA

    • Series 66

      FINRA

  • Honors & Awards

    • Awarded to David A. Means Jr., AEP®, CLU®, NQPC™, AIF®
      National DSF Champion -