David Rodarte (CRD# 1669022) is an Investment Advisor Representative working at Capital Consulting Group, Inc. in Columbia, SC and has over 36 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- SC
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$216,124
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
SC
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