David Reggie Mcfadden
Investment adviser representative at Advisor.investments
21 yearsExperience
6 statesRegistered in
CFADesignation
$199.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Advisor.investmentsFeb 2008 to now
- Diversified Investment Strategies, LLCJan 2005 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 6 states (AL, FL, LA, MS, NE, TX).
Advisor.investments
Legal name: Diversified Investment Strategies, LLC
$199.4MAssets managed
168Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4813257
- Firm CRD
- 142202