David McNeely (CRD# 4852840) is an Investment Advisor Representative working at Darden Wealth Group in Ann Arbor, MI and has over 19 years of experience in the finance industry.
CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Lakeland, FL | Sep 2019 - Current | 4 |
| Darden Wealth Group | Ann Arbor, MI | Sep 2019 - Current | 4 |
| Merrill Lynch | Lakeland, FL | Aug 2019 - Sep 2019 | < 1 |
| Suntrust Investment Services,inc. | Atlanta, GA | Mar 2018 - Aug 2019 | 1 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Aug 2019 | 2 |
| Suntrust Investment Services, Inc. | Lakeland, FL | Aug 2005 - Aug 2019 | 14 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jan 2015 - Mar 2018 | 3 |
| Suntrust Investment Services, Inc. | Lakeland, FL | Aug 2005 - Jan 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- MI
- TX
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,144ACCOUNTS
-
Average Account Value$218,776
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, DC, FL, GA, IL, MI, NH, NY, OH, TX
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