David CarlockCRD Number: 5040696
Current Firm: Kestra Private Wealth Services, LLC
David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 15 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Kestra Private Wealth Services||San Antonio, TX||Aug 2020 - Current||1|
|Kestra Investment Services||San Antonio, TX||Aug 2020 - Current||1|
|Raymond James & Associates||San Antonio, TX||Sep 2005 - Aug 2020||14|
|Mhn Government Services||San Rafael, CA||Dec 2008 - Jul 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management2,998MILLIONS
Total Number of Accounts8,691ACCOUNTS
Average Account Value$344,956
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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