David GilbertCRD Number: 4432909
Current Firm: Mason Investment Advisory Services Inc.
David Gilbert (CRD# 4432909) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 16 years of experience in the finance industry. David Gilbert 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.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Mason Investment Advisory Services||Reston, VA||Jul 2001 - Current||16|
|Mason Securities, Inc.||Reston, VA||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management5,751MILLIONS
Total Number of Accounts1,105ACCOUNTS
Average Account Value$5,204,832
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI