David SchlittCRD Number: 1948749
Current Firm: Merit Financial Group, LLC
David Schlitt (CRD# 1948749) is an Investment Advisor Representative working at Merit Financial Group, LLC in Maitland, FL and has over 16 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Merit Financial Advisors, LLC||Maitland, TX||Dec 2014 - Current||2|
|Lpl Financial LLC||Maitland, FL||Dec 2014 - Current||2|
|Florida State Univ.||Tallahassee, FL||Jun 1986 - Current||30|
|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 Management698MILLIONS
Total Number of Accounts2,850ACCOUNTS
Average Account Value$245,023
- A percentage of assets under your management
- 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)
AL, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA
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