David Szafranski (CRD# 2284626) is an Investment Advisor Representative working at Edgewater Pro Sports Financial in Avon, OH and has over 28 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chalice Capital Partners, LLC | San Diego, CA | Jun 2018 - Current | 5 |
| Niagara International Capital Limited | San Diego, CA | Oct 2017 - Current | 6 |
| Extemporaneous Television | Avon, OH | Nov 2011 - Current | 12 |
| Extemporaneous Radio | Avon, OH | Sep 2011 - Current | 12 |
| Edgewater Investment Group | Avon, OH | May 2011 - Current | 12 |
| Raymond James Financial Services Advisors, Inc. | Avon, OH | Jan 2009 - Current | 15 |
| Independent Insurance Agent | Avon, OH | Aug 2005 - Current | 18 |
| Edgewater Pro Sports Financial | Avon, OH | Jun 2005 - Current | 18 |
| Henson-edgewater Management, LLC | Avon, OH | May 2005 - Current | 18 |
| Raymond James Financial Services | Cleveland, OH | Dec 2003 - Oct 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- OH
-
Total Assets Under Management151MILLIONS
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$269,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.