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

David a. means jr., aep®, clu®, nqpc™, aif®

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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 -