David Colyer Rea
Investment adviser representative at Probity Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$859.4MFirm assets
24 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Probity Advisors, Inc.Apr 2026 to now
- Guidestone Financial ResourcesOct 2024 to Mar 2026
- Kpmg, LLCAug 2023 to Sep 2024
- UnemployedSep 2020 to Jul 2023
- Highland Park PoolJan 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Probity Advisors, Inc.
$859.4MAssets managed
567Clients
3Advisers
24 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
- 8258838
- Firm CRD
- 121849