David DortchCRD Number: 6361735
Current Firm: Truist Advisory Services, Inc.
David Dortch (CRD# 6361735) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Spring Hill, FL and has over 7 years of experience in the finance industry.
Commonwealth Financial Network
Commonwealth Financial Network
|Suntrust Advisory Services, Inc.||Atlanta, GA||Jan 2020 - Current||1|
|Suntrust Investment Services,inc.||Atlanta, GA||Jul 2018 - Current||3|
|Suntrust Bank||Spring Hill, FL||Jun 2018 - Current||3|
|Fifth Third Bank||Georgetwon, KY||Jun 2017 - May 2018||< 1|
|Fifth Third Securities||Georgetown, KY||May 2014 - May 2017||3|
|Fifth Third Bank||Georgetown, KY||Jan 2012 - May 2017||5|
|Georgetown College||Georgetown, KY||Jan 2012 - May 2014||2|
|Cherry Blossom Golf||Georgetown, KY||Aug 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 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)
- Publication of periodicals or newsletters
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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