David Belisle, financial advisor Danvers MA

David Belisle

CRD Number: 7021553
Current Firm: Paramount Financial

David Belisle (CRD# 7021553) is an Investment Advisor Representative working at Paramount Financial in Danvers, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Dwb Tax And Insurance Services Llc Dba Tradewinds Tax Planning Danvers, MA Sep 2022 - Current 1
Paramount Planning Llc Dba Paramount Financial Danvers, MA Jan 2022 - Current 2
Dwb Tax And Insurance Services LLC Danvers, MA Jan 2022 - Current 2
Paramount Planning Llc Dba Paramount Financial Danvers, MA Aug 2021 - Current 2
Ae Wealth Management, LLC Topeka, KS Dec 2019 - Current 4
Paramount Financial Danvers, MA Aug 2019 - Current 4
David Belisle, Sole Proprietor Danvers, MA Jun 2013 - Jun 2022 9
Changepath, LLC Leawood, KS Jun 2019 - Nov 2019 < 1
Paramount Wealth Strategies Beverly, MA Jan 2013 - Aug 2019 6
Brookstone Capital Management Wheaton, IL Jan 2019 - Jun 2019 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for David W. Belisle
Phone Number: 978-406-9137
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $109,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MA, NH

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