David Garland (CRD# 5319888) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 10 years of experience in the finance industry.
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 4276969
SRI Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cabot Lodge Securities | New York, NY | Jun 2013 - Current | 4 |
| Ait Laboratories | Richmond, VA | Jul 2009 - Current | 8 |
| Allied Beacon Partners | Richmond, VA | Feb 2011 - Jun 2013 | 2 |
| Allied Beacon Wealth Management | Richmond, VA | Feb 2011 - Jun 2013 | 2 |
| Waterford Investor Services | Clearwater, FL | Jan 2010 - Feb 2011 | 1 |
| Cbs Advisors | Richmond, VA | Jul 2007 - Feb 2011 | 3 |
| Community Bankers Securities | Richmond, VA | Jul 2007 - Dec 2009 | 2 |
| Abbott Laboratories | Richmond, VA | Sep 2007 - Jun 2009 | 1 |
| Ameriprise Financial Services,inc. | Richmond, VA | Apr 2007 - Jul 2007 | < 1 |
| Sanofi-aventis | Richmond, VA | Oct 2004 - Jun 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- VA
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts1,082ACCOUNTS
-
Average Account Value$119,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, IA, IL, MA, MD, MN, NH, NJ, NY, PA, RI, TX, VA, WI, WV
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