David Morris (CRD# 7098592) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 2 years of experience in the finance industry. David Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1343591
Ausdal Financial Partners, Inc.
CRD# 4574728
Curi Rmb Capital, LLC
CRD# 4626567
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Atlanta, GA | Apr 2021 - Current | 3 |
| The Mather Group, LLC | Atlanta, GA | Jan 2021 - Apr 2021 | < 1 |
| Parkside Mill, Inc. | Atlanta, GA | May 2020 - Jan 2021 | < 1 |
| Full-time Student | Atlanta, GA | Jan 2012 - May 2020 | 8 |
| The North Highland Company, LLC | Atlanta, GA | May 2017 - Aug 2018 | 1 |
| Guardian Pharmacy, LLC | Atlanta, GA | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- GA
- IL
-
Total Assets Under Management10,509MILLIONS
-
Total Number of Accounts15,974ACCOUNTS
-
Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.