David Voth (CRD# 1487176) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 37 years of experience in the finance industry. David Voth 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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | < 1 |
| Personal Capital Advisors Corporation | Atlanta, GA | Feb 2020 - Current | 3 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2016 - Feb 2020 | 3 |
| Lpl Financial | Matthews, NC | Jan 2016 - Mar 2016 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Nov 2010 - Oct 2015 | 4 |
| Tiaa | Denver, CO | Nov 2010 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- NC
-
Total Assets Under Management116,213MILLIONS
-
Total Number of Accounts236,022ACCOUNTS
-
Average Account Value$492,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.