Guy Middleton (CRD# 3146465) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 25 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcrest Financial Services, LLC | Springfield, VA | Sep 2014 - Current | 9 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2010 - Current | 13 |
| Capital Asset Mgmt | Washington, DC | Jun 2001 - Sep 2014 | 13 |
| Capital Investment Advisors | Washington, DC | Jun 2001 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- DC
- FL
- MD
- VA
-
Total Assets Under Management372MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$700,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
DC, FL, MA, MD, NC, PA, TX, VA
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