David Sweat, financial advisor Great Falls VA
96 score

David Sweat

CRD Number: 5502379
Current Firm: Aog Wealth Management

David Sweat (CRD# 5502379) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 8 years of experience in the finance industry. David Sweat 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.

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Professional Designations
Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA May 2013 - Current 3
Aog Wealth Management Great Falls, VA Jun 2008 - Current 8
Us Air Force / Air National Guard Arlington, VA Aug 1998 - Current 18
Cetera Advisors LLC El Segundo, CA Jan 2013 - May 2013 < 1
Multi-financial Securities Corp. El Segundo, CA Dec 2011 - Dec 2012 1
Pacific West Securities, Inc. Renton, WA Aug 2008 - Dec 2011 3
Pacific West Financial Consultants Renton, WA Aug 2008 - Dec 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for David S. Sweat
Phone Number: 703-757-8020
Firm Website: http://www.aogwealth.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    1,090
    ACCOUNTS
  • Average Account Value
    $144,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, FL, MD, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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