David Plaisance, financial advisor Summerville SC

David Plaisance

CRD Number: 2764306
Current Firm: Waypoint Strategic Advisors

David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Waypoint Strategic Advisors Asheville, NC Dec 2009 - Current 14
Business-estate Underwriters, Inc. Asheville, NC Oct 2001 - Current 22
Massachusetts Mutual Life Insurance Comp Springfield, MA Jun 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for David P. Plaisance
Phone Number: 843-873-4420
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $176,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, LA, MO, NC, NY, SC, TX

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