David Harth (CRD# 5249673) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Allentown, PA and has over 16 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
CRD# 1388677
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Allentown, PA | Mar 2023 - Current | 1 |
| Bank Of America,n.a. | Allentown, PA | Jun 2011 - Mar 2023 | 11 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown, PA | Nov 2006 - Mar 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- CT
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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