David SchlittCRD Number: 1948749
Current Firm: Merit Financial Advisors
David Schlitt (CRD# 1948749) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 17 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Lpl Financial LLC||Maitland, FL||Dec 2014 - Current||3|
|Merit Financial Advisors, LLC||Maitland, TX||Dec 2014 - Current||3|
|Florida State Univ.||Tallahassee, FL||Jun 1986 - Current||31|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Apr 2011 - Dec 2014||3|
|Northwestern Mutual Investment Services, LLC||Orlando, FL||Mar 2011 - Dec 2014||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 1990 - Dec 2014||24|
|Northwestern Mutual Investment Services, LLC||Tallahassee, FL||May 1990 - Feb 2011||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management850MILLIONS
Total Number of Accounts3,590ACCOUNTS
Average Account Value$236,635
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, KY, LA, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA