David RamsourCRD Number: 4596606
Current Firm: Captrust
David Ramsour (CRD# 4596606) is an Investment Advisor Representative working at Captrust in Nashville, TN and has over 20 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Capfinancial Partners, Llc (captrust)||Raleigh, NC||Oct 2021 - Current||1|
|Jh Ellwood & Associates (d/b/a Ellwood Associates)||Chicago, IL||Aug 2005 - Oct 2021||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
Total Assets Under Management714,588MILLIONS
Total Number of Accounts76,254ACCOUNTS
Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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