David Brandolph (CRD# 2157676) is an Investment Advisor Representative working at David B. Brandolph, J.d., Cfp in Fairfax, VA and has over 32 years of experience in the finance industry. David Brandolph 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David B. Brandolph, Communications Consultant | Fairfax, VA | Jul 2019 - Current | 4 |
| David B. Brandolph, J.d., Cfp | Fairfax, VA | Oct 1993 - Current | 30 |
| Bloomberg Bna | Arlington, VA | May 1980 - Jul 2019 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1991 |
- VA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$141,101
- 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
TX, VA
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