David Goss (CRD# 7095945) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tapfin/ey | Tampa, FL | Mar 2021 - Current | 3 |
| Eos Fitness | Tampa, FL | Sep 2020 - Current | 3 |
| University Of Florida | Gainesville, FL | Mar 2020 - Current | 4 |
| Tapfin/ey | Tampa, FL | Feb 2021 - Mar 2021 | < 1 |
| Optum - Plus One | New York, NY | Nov 2016 - Dec 2020 | 4 |
| Meadowlands Ymca | East Rutherford, NJ | Apr 2017 - Sep 2018 | 1 |
| Aulcs Charter School | Perth Amboy, NJ | Sep 2016 - Feb 2017 | < 1 |
| University Of Florida | Gaienesville, FL | Aug 2015 - Aug 2016 | 1 |
| Bailey's Health | Gainesville, FL | Jul 2014 - Mar 2016 | 1 |
| University Of Florida | Gainesville, FL | Aug 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV
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.