David Meglay (CRD# 4340916) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 23 years of experience in the finance industry. David Meglay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unified Wealth Management, LLC | Oldsmar, FL | Jan 2018 - Current | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Trinity, FL | May 2016 - Current | 7 |
| 1203 Flora Vista LLC | Trinity, FL | Jan 2010 - Current | 14 |
| Leadership Pasco | Port Richey, FL | Jan 2004 - Current | 20 |
| Harbor Financial Planners LLC | Trinity, FL | Aug 2013 - Jan 2021 | 7 |
| Harbor Financial Planners, LLC | Trinity, FL | Jan 2011 - Jan 2021 | 10 |
| North Suncoast Estate Planning Council | Port Richey, FL | Jan 2012 - Aug 2018 | 6 |
| Pasco/ Hernando Early Learning Coalition | Spring Hill, FL | Apr 2017 - Feb 2018 | < 1 |
| Pasco Hernando Early Learning Foundation | Spring Hill, FL | May 2014 - Feb 2018 | 3 |
| Waddell & Reed, Inc. | Tampa, FL | May 2016 - Apr 2017 | < 1 |
| Zeiders Enterprises | Woodbridge, VA | Aug 2013 - Dec 2016 | 3 |
| Wilbanks Securities, Inc. | Oklahoma City, OK | Jan 2013 - May 2016 | 3 |
| Wilbanks Securities Advisory | Oklahoma City, OK | Jan 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- FL
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts794ACCOUNTS
-
Average Account Value$102,888
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX, VA
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