David Spann began his career with Securities America in 2010, focusing on investment management and financial planning. In 2012, he earned his general life and health insurance license, further equipping him to consult on legacy planning and support small business owners with continuity strategies.

Committed to ongoing professional development, David earned his Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning in 2016. In 2022, he became a Certified Financial Planner™ (CFP®).

David is a proud graduate of Baylor University, where he earned a Bachelor of Business Administration in Finance.

“I love coming to work each day to provide my clients with investment solutions tailored to their goals and to deliver financial plans that integrate both investment management and tax planning.”

David is an active member of Crosspoint Church in Bellaire. He is a dedicated husband and father, and in his free time enjoys coaching tee ball, traveling, skiing, fly fishing, and spending time outdoors.

Credentials

State Securities Law Exam
Series 66^*– Uniform Combined State Law Examination

General Industry/Products Exam
Series 7 – General Securities Representative Examination

Series 7 held through LPL Financial and Series 66 through Sovereign Wealth Advisors, LLC

State Registrations
Arizona, Florida, Hawaii, Texas

SRO Registrations
FINRA