David Fountain (CRD# 2367858) is an Investment Advisor Representative working at Financial Consultants Group Inc. in Cumming, GA and has over 24 years of experience in the finance industry. David Fountain 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Consultants Group | Cumming, GA | Oct 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2012 - Oct 2017 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- FL
- GA
- LA
- TX
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$583,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, TX
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