David Elliott (CRD# 4579531) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Convergent Wealth Advisors, LLC | Potomac, MD | May 2007 - Current | 11 |
| Lydian Wealth Management Company | Rockville, MD | Aug 2002 - May 2007 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- MD
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$6,512,582
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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