David EmeryCRD Number: 4587012
Current Firm: Planning Capital Management Corp.
David Emery (CRD# 4587012) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has over 20 years of experience in the finance industry. David Emery 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.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Planning Capital Management Corp||Philadelphia, PA||Mar 2021 - Current||2|
|The Marshall Financial Group, Inc.||Doylestown, PA||Aug 2011 - Current||11|
|Wm. L. Marshall & Associates, Inc.||Doylestown, PA||Aug 2011 - Jun 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management273MILLIONS
Total Number of Accounts856ACCOUNTS
Average Account Value$319,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, NC, NJ, PA
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