David Gotwals (CRD# 3128231) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Silverdale, PA | Jan 2020 - Current | 4 |
| Ivc Wealth Advisors | Silverdale, PA | Aug 2014 - Current | 9 |
| Kestra Advisory Services LLC | Austin, TX | Apr 2016 - Jan 2020 | 3 |
| Kestra Investment Services LLC | Austin, TX | Oct 2014 - Jan 2020 | 5 |
| Nfp Advisor Services | Austin, TX | Oct 2014 - Sep 2016 | 1 |
| Financial Telesis, Inc. | Doylestown, PA | Jan 2011 - Oct 2014 | 3 |
| National Penn Capital Advisors | Doylestown, PA | Aug 2006 - Jul 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- PA
- TX
-
Total Assets Under Management358MILLIONS
-
Total Number of Accounts1,173ACCOUNTS
-
Average Account Value$305,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA, TX
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