David Smitten (CRD# 6552785) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has over 8 years of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evolve Wealth Advisors, LP | Scottsdale, AZ | Jul 2021 - Current | 2 |
| Evolve Cross Border Partners LLC | Scottsdale, AZ | Feb 2020 - Current | 4 |
| Norterra Law, Pllc | Phoenix, AZ | Jun 2019 - Current | 4 |
| Keatsconnelly | Phoenix, AZ | Aug 2015 - Jan 2020 | 4 |
| Schnell Hardy Jones LLP | Red Deer, | Nov 2005 - Jul 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- AZ
- CA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$431,221
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, IL, OR, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.