David Tyson Eubanks
Investment adviser representative at Xcelsior Advisor Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Leaders Group IncAug 2025 to now
- Xcelsior Advisor Partners LLCAug 2025 to now
- Robert W. Baird & Co.Feb 2015 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn 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
- 5160658
- Firm CRD
- 334779