David Gaskin (CRD# 4338784) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 23 years of experience in the finance industry.
CRD# 2237594
Raymond James Financial Services Advisors, Inc.
CRD# 5014047
Raymond James Financial Services Advisors, Inc.
CRD# 3193187
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services LLC | Louisville, KY | Nov 2011 - Current | 12 |
| Bank Of Stanly | Albemarle, NC | Mar 2005 - Current | 19 |
| Strategic Investment Advisors | Albemarle, NC | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- NC
-
Total Assets Under Management225MILLIONS
-
Total Number of Accounts764ACCOUNTS
-
Average Account Value$294,138
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
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