Our financial advice team

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

David Basinger

Financial Advisor

Managing Partner of
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 7 reviews
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EMAIL
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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

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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.

My photos

4 albums
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David Basinger may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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