About Us

David Stables

CFP®
Phone: (804) 288-1100

David C. Stables IV, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional with AXA Advisors, LLC.  David has been with AXA Advisors, LLC since 2009.  To better serve his clients, David joined Community Financial Group in 2014, where he is able to work jointly with other top financial professionals within AXA Advisors, LLC.

David works directly with his clients in helping them work toward achieving their financial goals.  His areas of concentration are retirement planning and risk management (life insurance and long-term care insurance).  David is dedicated to helping his clients understand their options with:

 


  • Employer Retirement Plans403(b)/401(k)/457
  • IRAs - Traditional/Roth
  • Life InsuranceTerm/Universal/Variable/Whole Life
  • Long Term Care PlanningTraditional/ Life Insurance with LTC/ Asset & Annuity Based LTC
  • Annutites - Fixed/ Variable/ Immediate/ Deferred
  • Investments - Brokerage/Stocks/ Bonds/ Mutual Funds



                                                                                  


Along with offering products from “AXA”*, the world’s #1 insurance brand for the past 7 years (ranked by Interbrand (2016)), David also offers the products and services of hundreds of investment and insurance companies to meet the needs of his clients. 


David has been distinguished in the financial services industry by attaining the CERTIFIED FINANCIAL PLANNER™ certification.  The certification comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. 




David graduated from Longwood University, where he earned his degree in Business Administration, with a concentration in Finance.  David grew up in Reedville, VA, in the Northern Neck.  He currently lives in Richmond with his wife Meghan and their identical twin boys, Connor and Brooks.  


David is a member of the Family Teams Committee for the March of Dimes.  The March of Dimes funds lifesaving research and programs to improve the health of babies by preventing birth defects, premature birth, and infant mortality.


 


 


*“AXA” is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and AXA Advisors, LLC.


David C. Stables IV, CFP® is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.   Community Financial Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. PPG-121743(12/16)(exp.12/18)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Fredericksburg Office <br> 107 Amelia St. Fredericksburg, VA 22401 <br> 540-604-5690 <br> allana.moore@axa-advisors.com <br> <br> Richmond Office <br> 7231 Forest Ave. Suite 300 Richmond, VA 23226 <br> 804-288-1100 <br> rachael.glass@axa-advisors.com <br> <br> Roanoke Office <br> 917 E. Washington Ave. Vinton VA, 24179 <br> 540-342-7890 <br> kori.falcon@axa-advisors.com is not owned or operated by AXA Advisors, LLC or its affiliates.

California Insurance License #: 0H30647 (Fines)

Arkansas Insurance License #: 7644804 (Fines)/8793447 (Hayes)

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Community Financial Group is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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