David GilesCRD Number: 1150930
Current Firm: Valmark Advisers, Inc.
David Giles (CRD# 1150930) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 30 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Nfp Securities, Inc.||Wyomissing, PA||Dec 2010 - Current||6|
|Valmark Securities, Inc.||Akron, OH||Dec 2010 - Current||6|
|Valmark Advisers, Inc.||Akron, OH||Dec 2010 - Current||6|
|The Giles Financial Group||Wyomissing, PA||Jun 1985 - Current||32|
|General American||St Louis, MO||Apr 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV