David Disraeli started his career as a stockbroker in 1986 and has been an independent financial adviser since 1992. The Personal CFO Inc. was incorporated in 2003, prior to which he operated as Disraeli and Associates. He is also the president of the Austine chapter of The Society for Financial Awareness, a nonprofit speakers bureau.
[00:01] – [05:45] Opening Segment
- Let’s get to know David Disraeli
- David talks about his background
- Brokerage business
[05:46] – [16:29] Financial Services and Real Estate
- Getting into asset protection
- Forming LLCs
- Privacy for investors
- Anonymous LLC’s
- The efficiency of the world of finance
[16:30] – [17:24] Closing Segment
- How to reach out to David– links below
- Final words
Tweetable Quotes:
“The world of finance in an economic sense is pretty efficient.” – David Disraeli
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Connect with David, visit his website at https://360networth.com/
Call 512-464-1110
Connect with me:
I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.
Call: 901-500-6191
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Email me --> sam@brickeninvestmentgroup.com
