David Giles (CRD# 7506302) is an Investment Advisor Representative working at Avery Rock Financial, LLC in Corinth, ME and has over 2 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 7006724
Bcd Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avery Rock Financial, LLC | Mccard, ME | Feb 2022 - Current | 2 |
| Avery Rock Financial, LLC | Mccard, ME | Jan 2022 - Current | 2 |
| Air National Guard | Mccard, ME | Dec 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- ME
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$66,667
- 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
- Educational seminars/workshops
ME
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