David Cleveland (CRD# 7636576) is an Investment Advisor Representative working at Applied Capital LLC in Little Rock, AR and has 1 year of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cleveland Accounting & Consulting | Hot Springs, AR | Nov 2021 - Current | 2 |
| Goslee & Cleveland Pa | Hot Springs, AR | Jan 2016 - Oct 2021 | 5 |
| David Cleveland Cpa Pa | Hot Springs, AR | Jan 2015 - Dec 2015 | < 1 |
| Rasco Winter LLP | Little Rock, AR | Aug 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- AR
- TX
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts2,255ACCOUNTS
-
Average Account Value$127,097
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, CO, FL, IL, KY, LA, MO, MS, NC, OH, TN, TX
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