David Shucavage (CRD# 4620299) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 21 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Jan 2017 - Current | 7 |
| Carolina Retirement Planners, LLC | Wilmington, NC | Sep 2015 - Current | 8 |
| Retirement Elevated And Fmt | Wilmington, NC | Jan 2014 - Current | 10 |
| Carolina Estate Planners | Wilmington, NC | Sep 2003 - Current | 20 |
| Rogo Management Inc. | Wilmington, NC | Jun 2002 - Current | 21 |
| Amerus | Des Moines, IA | Sep 2001 - Current | 22 |
| Global Financial Private Capital, LLC | Sarasota, FL | Mar 2015 - Jan 2017 | 1 |
| Rogo Properties | Wilmington, NC | Jan 2004 - Jan 2017 | 13 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Sep 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- NC
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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