David Eissman (CRD# 1380722) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Income Strategies, LLC | Acworth, GA | May 2016 - Current | 7 |
| Eissman Wealth Management, LLC | Acworth, GA | Feb 2014 - Current | 10 |
| Horter Investment Management, LLC | Cincinnati, OH | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
- GA
-
Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
-
Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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