David Vervelde (CRD# 1097723) is an Investment Advisor Representative working at Tlw Wealth Management, LLC in Indian Rocks Beach, FL and has over 41 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tlw Wealth Management, LLC | Omaha, NE | Jul 2016 - Current | 7 |
| Vsr Financial Services, Inc. | Overland Park, KS | Sep 2012 - Aug 2016 | 3 |
| Vsr Advisory Services, Inc. | Overland Park, KS | Sep 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- KS
- NE
- TX
- WI
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Total Assets Under Management144MILLIONS
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Total Number of Accounts160ACCOUNTS
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Average Account Value$901,417
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, KS, NE, TX, WI
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