Cornelius DavidCRD Number: 7250051
Current Firm: David Wealth Management, LLC
Cornelius David (CRD# 7250051) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|David Wealth Management, LLC||Fairfax, VA||Mar 2020 - Current||3|
|Private Prep.||New York, NY||Sep 2015 - Current||7|
|Starbucks Inc.||Cambridge, MA||Sep 2014 - Jun 2015||< 1|
|Bard College - The Longy School Of Music||Cambridge, MA||Aug 2013 - May 2015||1|
|Unc Chapel Hill||Chapel Hill, NC||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2020|
Total Assets Under Management130MILLIONS
Total Number of Accounts285ACCOUNTS
Average Account Value$456,209
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, LA, MD, VA
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