David McCurdyCRD Number: 5558083
Current Firm: Wells Fargo Advisors, LLC
David McCurdy (CRD# 5558083) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Wells Fargo Advisors LLC||Raleigh, NC||May 2009 - Current||8|
|Wachovia Bank, N.a.||Raleigh, NC||Jan 2004 - Current||13|
|Wachovia Securities, LLC||Raleigh, NC||Jul 2008 - May 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)