David Musser (CRD# 5580107) is an Investment Advisor Representative working at Musser Financial Planning, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. David Musser 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Musser Financial Planning, LLC | Scottsdale, AZ | Oct 2018 - Current | 5 |
| N/a | Scottsdale, AZ | Nov 2018 - Dec 2018 | < 1 |
| Financial Engines | Phoenix, AZ | Feb 2016 - Nov 2018 | 2 |
| Vanguard | Scottsdale, AZ | Aug 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
- AZ
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts36ACCOUNTS
-
Average Account Value$76,830
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ
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