David Whitmore (CRD# 6945997) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Blueprint, LLC | Atlanta, GA | Dec 2022 - Current | 1 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | May 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Feb 2016 - May 2021 | 5 |
| Canon Recruiting | Santa Clarita, CA | Aug 2015 - Feb 2016 | < 1 |
| Unemployed | Santa Clarita, CA | May 2015 - Aug 2015 | < 1 |
| Family Wealthcare LLC | Bethel, CT | Jan 2015 - May 2015 | < 1 |
| University Of Notre Dame | South Bend, IN | Jan 2014 - Dec 2014 | < 1 |
| University Of Notre Dame | South Bend, IN | Jan 2014 - Dec 2014 | < 1 |
| Rescare | South Bend, IN | Jul 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
- GA
-
Total Assets Under Management2,173MILLIONS
-
Total Number of Accounts8,013ACCOUNTS
-
Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV
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