Assurity Wealth Management

Assurity Wealth Management (CRD# 143451) is a financial advisory firm headquartered in Bradenton, FL. They manage $4,400,000 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $57,143
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at Assurity Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
David S. Appleby
CRD#: 3259135
2429 Manatee Avenue East, Unit 1, Bradenton, FL 34208

David Appleby (CRD# 3259135) is an Investment Advisor Representative working at Assurity Wealth Management in Bradenton, FL and has over 16 years of experience in the finance industry.

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