Dawn Page (CRD# 3272365) is an Investment Advisor Representative working at Impact Capital, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Impact Capital | Rockville, MD | Oct 2021 - Current | 2 |
Impact Capital, LLC | Rockville, MD | Oct 2021 - Current | 2 |
Cresset Capital | Reston, VA | Jan 2021 - Oct 2021 | < 1 |
Pagnatokarp Partners | Reston, VA | Sep 2016 - Jan 2021 | 4 |
Convergent Wealth Advisors | Potomac, MD | Aug 2013 - Sep 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2002 |
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- MD
- TX
- VA
-
Total Assets Under Management188MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$442,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DC, FL, MD, TX, VA
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