David HessCRD Number: 1109317
Current Firm: Wealth Management Associates, Inc.
David Hess (CRD# 1109317) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 33 years of experience in the finance industry.
Cypress Financial Planning
Rockcrest Financial LLC
Dedicated Investment Advisers LLC
|First Presbyterian Church||Moorestown, NJ||Jun 2006 - Current||10|
|Heckman & Laudeman, LLC||Owrigsburg, PA||Apr 2002 - Current||15|
|David R Hess||Mt. Laurel, NJ||Apr 2001 - Current||16|
|Wealth Management Associates, Inc.||Mt. Laurel, NJ||Jun 2000 - Current||16|
|Securities America, Inc.||Mt. Laurel, NJ||Jun 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
Total Assets Under Management139MILLIONS
Total Number of Accounts589ACCOUNTS
Average Account Value$236,757
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, PA
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