Caviness Wealth Management, LLC
Caviness Wealth Management, LLC (CRD# 172091) is a financial advisory firm headquartered in Dallas, TX. They manage $23,769,214 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$264,102
- 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
David Caviness (CRD# 4221248) is an Investment Advisor Representative working at Caviness Wealth Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry. David Caviness 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.