David Giles, financial advisor Wyomissing PA
96 score

David Giles

CRD 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.

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Professional Designations
Company Name Location Dates Years
Nfp Securities, Inc. Wyomissing, PA Dec 2010 - Current 7
Valmark Securities, Inc. Akron, OH Dec 2010 - Current 7
Valmark Advisers, Inc. Akron, OH Dec 2010 - Current 7
The Giles Financial Group Wyomissing, PA Jun 1985 - Current 32
General American St Louis, MO Apr 1983 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
Contact Info for David A. Giles
Phone Number: 800-765-5201
Registered State(s):
  • AZ
  • VA
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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