David HultstromCRD Number: 1968772
Current Firm: Financial Architects, LLC
David Hultstrom (CRD# 1968772) is an Investment Advisor Representative working at Financial Architects, LLC in Woodstock, GA and has over 24 years of experience in the finance industry. David Hultstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Financial Architects LLC||Woodstock, GA||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management125MILLIONS
Total Number of Accounts356ACCOUNTS
Average Account Value$349,975
- 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
FL, GA, TX
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