David Pearlman (CRD# 4077379) is an Investment Advisor Representative working at Jaffe Tilchin Investment Partners, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Capital, Inc. | Rockaway, NJ | Jun 2019 - Current | 4 |
| Jaffe Tilchin Investment Partners, LLC | Tampa, FL | May 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Tampa, FL | Nov 2016 - May 2019 | 2 |
| Wells Fargo Advisors LLC | Tampa, FL | Jan 2015 - Nov 2016 | 1 |
| Bank Of America, N.a. | Clearwater, FL | Oct 2012 - Jan 2015 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater, FL | Nov 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- FL
- TX
-
Total Assets Under Management1,467MILLIONS
-
Total Number of Accounts1,443ACCOUNTS
-
Average Account Value$1,016,476
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MA, MI, NC, NH, NY, OH, PA, SC, TN, TX, VA
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.