David Sourk, financial advisor Scottsdale AZ

David Sourk

CRD Number: 2257589
Current Firm: Vanguard Advisers, Inc.

David Sourk (CRD# 2257589) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry. David Sourk 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.

Similar Advisors
David Schiller, financial advisor Scottsdale AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Scottsdale AZ
Dustin G. Suttle
CRD# 4607086
Origin Investment Advisory LLC
Similar Advisors
Michael Abbate, financial advisor Scottsdale AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Scottsdale, AZ Oct 2015 - Current 8
Intelliquick Delivery Phoenix, AZ Mar 2014 - Sep 2015 1
Simplified Solutions LLC Phoenix, AZ Apr 2001 - Sep 2015 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1998
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for David L. Sourk
Phone Number: 610-669-1000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    299,192
    MILLIONS
  • Total Number of Accounts
    634,470
    ACCOUNTS
  • Average Account Value
    $471,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.