David SweatCRD 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 9 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Kalos Capital, Inc.||Alpharetta, GA||May 2013 - Current||4|
|Aog Wealth Management||Great Falls, VA||Jun 2008 - Current||9|
|Us Air Force / Air National Guard||Arlington, VA||Aug 1998 - Current||19|
|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|
Total Assets Under Management187MILLIONS
Total Number of Accounts1,222ACCOUNTS
Average Account Value$153,417
- 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
CA, DC, FL, MD, VA
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