David Close (CRD# 1793128) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has over 36 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 4146223
Ubs Financial Services Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Warren, PA | Dec 2015 - Current | 8 |
| Lpl Financial, LLC | Warren, PA | Jan 2015 - Current | 9 |
| Good Life Advisors, LLC | Warren, PA | Jan 2015 - Dec 2015 | < 1 |
| Woodbury Financial Services, Inc. | St Marys, PA | Oct 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- PA
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, WY
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