David Giles (CRD# 1150930) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 36 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Securities, Inc. | Wyomissing, PA | Dec 2010 - Current | 13 |
| Valmark Securities, Inc. | Akron, OH | Dec 2010 - Current | 13 |
| Valmark Advisers, Inc. | Akron, OH | Dec 2010 - Current | 13 |
| The Giles Financial Group | Wyomissing, PA | Jun 1985 - Current | 38 |
| General American | St Louis, MO | Apr 1983 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- AZ
- FL
- MD
- PA
- VA
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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