David Charnot, financial advisor Las Vegas NV

David Charnot

CRD Number: 4475756
Current Firm: Avantax Advisory Services

David Charnot (CRD# 4475756) is an Investment Advisor Representative working at Avantax Advisory Services in Las Vegas, NV and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Strategize Tax LLC Orland Park, IL Jan 2021 - Current 3
Strategize Wealth Management Group Inc. Orland Park, IL Apr 2018 - Current 5
Avantax Insurance Agency, LLC Orland Park, IL Aug 2015 - Current 8
Avantax Investment Services, Inc. Orland Park, IL Aug 2015 - Current 8
Avantax Advisory Services Orland Park, IL Aug 2015 - Current 8
Pfs Investments Inc. Crestwood, IL Nov 2001 - Aug 2015 13
Primerica Financial Services Crestwood, IL Sep 2001 - Aug 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for David M. Charnot
Phone Number: 972-870-6000
Registered State(s):
  • IL
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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