Skip to main content

Our financial advice team


David Basinger, Financial Advisor serving the Occoquan, VA area - Ameriprise Advisors

David Basinger

Financial Advisor

Everest Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Insurance

Education

  • BS Accounting, George Mason University

Previous experience

  • President - Basinger Financial Group, 2002-2014
  • Vice President - UBS, 2000-2002
  • Vice President- Merrill Lynch, 1992-1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Vet’s & Friends golf league
  • Sigma Phi Epsilon Alumni Association

Interests

My wife and I are blessed with 8 children and 6 grandkids. In my spare time I enjoy paddle boarding on the Occoquan River. Steamboat CO is our favorite skiing destination. We enjoy hiking the local Virginia trails at Fountainhead Park and Mountain biking the many trails in Lorton. Annually we make a trek to St Petersburg Florida to enjoy the sun and play golf! I am an aspiring musician and singer songwriter as well.