David Witz (CRD# 1112773) is an Investment Advisor Representative working at Rpa Financial, LLC in Fort Mill, SC and has over 40 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rpa Financial, LLC | San Rafael, CA | Mar 2019 - Current | 5 |
| Fiduciary Risk Assessment | Charlotte, NC | May 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- SC
-
Total Assets Under Management5,251MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$45,664,503
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
CA, GA, IN, MI, NC, OH, PA, SC, TN
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