David FitzgeraldCRD Number: 1927550
Current Firm: The Wharton Advisory Group, LLC
David Fitzgerald (CRD# 1927550) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 28 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lpl Financial, LLC||Wayne, PA||Aug 2010 - Current||6|
|The Wharton Advisory Group, LLC||Wayne, PA||Oct 2002 - Current||14|
|Fsc Securities Corporation||Wayne, PA||May 1992 - Aug 2010||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
Total Assets Under Management301MILLIONS
Total Number of Accounts926ACCOUNTS
Average Account Value$325,357
- A percentage of assets under your management
- Hourly charges
- 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)
DE, FL, NC, NH, NJ, NY, PA, TX
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