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Our Qualifications

To stay at the top of my field and continue to develop my professional skills, I regularly attend training and certification programs. Some of these include:  

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant, a professional designation of the American College
  • Chartered Life Underwriter, a professional designation of the American College 
  • Retirement Planning Specialist title, awarded by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business 
  • FINRA securities registrations: Series 7, 63, 65, 24 and 53 
  • State of Texas Life and Health Insurance License         

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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.

 


 

 

 


 

 

Contact Info

Phone: (972) 801-4101

david.downs @axa-advisors.com

Local Office | Branch Office