David Walsvick (CRD# 5002093) is an Investment Advisor Representative working at Walsvick Wealth Management in Phoenix, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Santa Rosa, CA | Nov 2012 - Current | 11 |
| Us Air Force Reserve | Travis Afb, Fairfield, CA | Oct 2008 - Current | 15 |
| David Walsvick, Ms, Crtp | Santa Rosa, CA | May 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- AZ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$206,667
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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