David Morton (CRD# 4912079) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 19 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial, LLC | Gainesville, VA | Oct 2016 - Current | 7 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Jan 2011 - Dec 2017 | 6 |
| Acorn Financial Advisory Services, Inc. | Reston, VA | Jan 2011 - Oct 2016 | 5 |
| Heritage Financial | Gainesville, VA | Jul 2007 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- TX
- VA
-
Total Assets Under Management281MILLIONS
-
Total Number of Accounts1,286ACCOUNTS
-
Average Account Value$218,205
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, HI, LA, MD, NC, SC, TX, VA
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.