David McCaskill (CRD# 7090401) is an Investment Advisor Representative working at Homestead Advisers Corp. in Alexandria, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Re Investment Corporation | Arlington, VA | Jun 2019 - Current | 4 |
| Re Advisers Corporation | Arlington, VA | Mar 2019 - Current | 5 |
| Re Investment Corporation | Arlington, VA | Mar 2019 - Jun 2019 | < 1 |
| Unemployed | Alexandria, VA | Jan 2019 - Feb 2019 | < 1 |
| National Automobile Dealers Association | Mclean, VA | Oct 2018 - Dec 2018 | < 1 |
| Unemployed | Alexandria, VA | Jul 2018 - Sep 2018 | < 1 |
| Sheet Metal Workers National Benefits Fund | Fairfax, VA | Apr 2018 - Jun 2018 | < 1 |
| National Automobile Dealers Association | Mclean, VA | Dec 1997 - Mar 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
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Total Assets Under Management7,208MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$360,420,370
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, 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, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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