David Rich (CRD# 2945947) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 26 years of experience in the finance industry.
CRD# 4359773
Cresset Asset Management, LLC
CRD# 2693512
Prudential Financial Planning Services
CRD# 5875142
Achilles Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Resources Group | Fort Mill, SC | Aug 2022 - Current | 1 |
| Gladstone Wealth Partners | Fort Mill, SC | Jun 2020 - Current | 3 |
| Financial Resources Group Investment Services, LLC | Fort Mill, SC | Jun 2017 - Current | 6 |
| Lpl Financial, LLC | Fort Mill, SC | May 2017 - Current | 7 |
| National Securities | New York, NY | Nov 2011 - May 2017 | 5 |
| National Securities Corp | New York, NY | Nov 2011 - May 2017 | 5 |
| National Asset Management, Inc. | New York City, NY | Dec 2009 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- SC
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Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV, WY
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