David Souter, MBA

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English, French, a little Spanish

“There have been a lot of lucky sprinters in history, but there have been no lucky marathoners. It takes planning and perseverance to win a marathon.” – Don Connelly
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David Souter, MBA

Financial Advisor

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About David Souter, MBA

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Advisor

    Prudential Advisors

    August 2017 - Present | 5500 Meadows Road, Suite 175 Lake Oswego, OR 97035

  • Institutional Sales/Investment Banker

    Ascendiant Capital

    July 2011 - July 2012 | Irvine, CA

  • Senior Vice President/Institutional Equity Sales

    Jesup and Lamont

    November 2008 - July 2010 | Carlsbad, CA

  • Institutional Equity Sales

    Global Hunter Securities, Inc.

    August 2007 - July 2008 | Newport Beach, CA

  • CEO/Portfolio Manager

    Kingsland Capital

    December 2002 - December 2006 | Carlsbad, CA

  • Financial Analyst/Equity Research Analyst

    Hermes Advisors

    July 2001 - December 2002 | Del Mar, CA

The Prudential Difference

    • Variable Annuities: CA, MD, OR, WA
    • Securities License: CA, OR, WA
    • Variable Life Insurance: MD, OR, WA( CA License #0M03373)
    • Fixed Annuities: MD, NC, OR, WA( CA License #0M03373)
    • Life Insurance: MD, NC, OR, WA( CA License #0M03373)

David Souter is associated with the Pacific Northwest Financial Group Office, 11400 SE 8th Street, 3rd Fl, Suite 380, Bellevue, WA, 98004-6017, Managing Director: Jon Graham, Phone: 425-641-6148 . David Souter offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. David Souter offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.