DAVID FRANCIS TREFT

C19

IAR CRD 4561009·Industry start 2004-01-13

Identity

Legal name

DAVID FRANCIS TREFT

CRD

4561009

NPN

—

Career

Previous employments

PRIVATE CLIENT SERVICES, LLC2018-06-01

LPL FINANCIAL LLC2012-07-31

Current branches

PRIVATE CLIENT SERVICES, LLC

SOUDERS FINANCIAL ADVISORS, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

2004-01-13

Est. age

44

Age confidence

—

Est. birth year

1982

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

SOUDERS FINANCIAL ADVISORS, LLC