David Stanley (CRD# 6028013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 5 years of experience in the finance industry.
CRD# 3020755
Terra Firma Financial LLC
Score
105
CRD# 4540792
Independent Financial Partners
Score
103
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta, GA | Oct 2014 - Current | 3 |
| Marriott - Residence Inn | Kennesaw, GA | Apr 2014 - Oct 2014 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2012 - Apr 2014 | 1 |
| Northwestern Mutual Investment Services, LLC | Atlanta, GA | Mar 2012 - Apr 2014 | 2 |
| Ryan B Smith | Atlanta, GA | Jan 2012 - Apr 2014 | 2 |
| Taco Mac | Marietta, GA | Oct 2005 - Jan 2012 | 6 |
| University Of Georgia | Athens, GA | Aug 2008 - Dec 2011 | 3 |
| Blasingame, Burch, Gerrard, And Ashley, P.c. | Athens, GA | Aug 2008 - May 2011 | 2 |
| Harrison High School | Kennesaw, GA | Aug 2003 - May 2007 | 3 |
| Cobb County Schools | Kennesaw, GA | Aug 1994 - May 2007 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- GA
- TX
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Total Assets Under Management639,574MILLIONS
-
Total Number of Accounts1,831,494ACCOUNTS
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Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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