David Fesmire (CRD# 5408510) is an Investment Advisor Representative working at Coordinated Wealth Management, LLC in Hendersonville, TN and has over 16 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coordinated Wealth Management | Brentwood, TN | Aug 2007 - Current | 16 |
| Coverage Solutions Group LLC | Hendersonville, TN | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- KY
- LA
- TN
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$416,645
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
KY, LA, TN
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