We are an independent insurance agency and employee benefits firm. David St. John also offers financial planning, investments and tax services.
David St. John has served in the financial services industry for over thirty years. His primary professional passion is to serve the insurance and financial services needs of families and small businesses with excellence. His secondary professional passion is to provide a mentorship work environment where young workers can be equipped with key business and people skills that will have a positive impact on the rest of their lives.
David’s educational background includes a Bachelor of Science from the University of the State of New York, a Masters of Business Administration from National University of San Diego, and a Masters of Science (Accounting and Tax) from Oklahoma State University.
Professional designations held by David include Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. David also holds several insurance licenses and securities registrations, including life and health, property and casualty, and series 6, 63, and 7.
David is an investment advisor representative associated with H.D. Vest Investment ServicesSM and an independent insurance agent representing a variety of top-rated insurance companies.
You can contact David at david@stjohnfinancialgroup.com.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.