David Stackpole (CRD# 5619692) is an Investment Advisor Representative working at Stackpole Wealth Planning And Research in Charlottesville, VA and has over 15 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stackpole Wealth, LLC | Charlottesville, VA | May 2017 - Current | 6 |
| Stackpole Wealth, LLC | Charlottesville, VA | Mar 2012 - Current | 12 |
| Geofriend, LLC | Plano, TX | Feb 2016 - Feb 2018 | 2 |
| Lpl Financial, LLC | Charlottesville, VA | Jan 2010 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- VA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$273,118
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
VA
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