David StackpoleCRD Number: 5619692
Current Firm: Stackpole Wealth, LLC
David Stackpole (CRD# 5619692) is an Investment Advisor Representative working at Stackpole Wealth, LLC in Charlottesville, VA and has over 9 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Piedmont Capital Asset Management LLC
|Stackpole Wealth, LLC||Charlottesville, VA||May 2017 - Current||< 1|
|Geofriend, LLC||Plano, TX||Feb 2016 - Current||2|
|Stackpole Wealth, LLC||Charlottesville, VA||Mar 2012 - Current||6|
|Lpl Financial, LLC||Charlottesville, VA||Jan 2010 - May 2017||7|
|Edward Jones||St Louis, MO||Mar 2009 - Nov 2009||< 1|
|Reach Rocket||Charlottesville, VA||May 2008 - Mar 2009||< 1|
|Rfbd||Charlottesville, VA||Feb 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management7MILLIONS
Total Number of Accounts56ACCOUNTS
Average Account Value$116,071
- 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
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