David BrounleyCRD Number: 1190936
Current Firm: Wealth Enhancement Advisory Services, LLC
David Brounley (CRD# 1190936) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Clemente, CA and has over 22 years of experience in the finance industry. David Brounley 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.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Marketocracy Capital Management LLC
|Wealth Enhancement Advisory Services||Plymouth, MN||Jan 2016 - Current||2|
|Wealth Enhancement Group||Plymouth, MN||Dec 2015 - Current||2|
|Wealth Enhancement Brokerage Services||Plymouth, MN||Dec 2015 - Current||2|
|Lpl Financial||San Diego, CA||Feb 2012 - Current||6|
|Triad Advisors, Inc.||Norcross, GA||May 2010 - Mar 2012||1|
|Gitterman & Associates Wealth Management, LLC||Woodbridge, NJ||Apr 2010 - Mar 2012||1|
|Self Employed||Glastonburg, CT||Oct 2009 - Apr 2010||< 1|
|Ing Financial Advisers, LLC||Glastonbury, CT||Oct 2000 - Oct 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Total Assets Under Management5,800MILLIONS
Total Number of Accounts28,447ACCOUNTS
Average Account Value$203,894
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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