David Rourke, financial advisor Wellesley MA

David Rourke

CRD Number: 2089364
Current Firm: Strategic Planning Group, Inc.

David Rourke (CRD# 2089364) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 30 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Wellesley MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Wellesley MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Wellesley MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
Strategic Planning Group Inc. Wellesley, MA Mar 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Apr 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Rourke
Phone Number: 781-444-9010
Firm Website: http://www.spg1.net
Registered State(s):
  • FL
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $254,950
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MA, NH

Ready to hire a financial advisor? Get competitive proposals from David Rourke and other advisors.
BADGES

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.