David Stackpole, financial advisor Charlottesville VA
93 score

David Stackpole

CRD 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.

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Company Name Location Dates Years
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
Contact Info for David S. Stackpole
Phone Number: 434-202-7155
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $116,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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