Broker Check
David Balkcom, CFA

David Balkcom, CFA

Financial Representative

As a financial representative with WealthBridge Financial Group, David can offer a range of solutions that can assist you fulfill a variety of insurance and financial needs, including but not limited to college funding, retirement strategies, controlling expenditures for longer durations of care, and plans for lifelong income.

David has a master's degree in Integrated Marketing Communications from Northwestern University in Chicago. David, a native of Chicago, came to New York and began his work as an environmental and marketing consultant. David's financial services career progressed as he worked for Citi Group and Amex Bank and maintained his consultancy job.

David lives with his wife and three boys on Long Island. His favorite sport is baseball, and coffee is his love. He enjoys browsing coffee shops and sampling a variety of coffees. His preferred roast is medium-rare.

Please contact David so he can assist you in analyzing your demands thoroughly and recommending suitable solutions.

David Balkcom is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. David offers securities in IL and NY and is insurance licensed in NY and IL.