David Elliott (CRD# 4579531) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 14 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 5446267
Aegis Wealth Management LLC
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Convergent Wealth Advisors, LLC | Potomac, MD | May 2007 - Current | 10 |
| 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 Management4,693MILLIONS
-
Total Number of Accounts2,961ACCOUNTS
-
Average Account Value$1,585,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
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