David Ducharme (CRD# 6833407) is an Investment Advisor Representative working at Ducharme Wealth Advisors, LLC in Jenkintown, PA and has over 6 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ducharme Wealth Advisors, LLC | Erie, PA | Jan 2023 - Current | 1 |
| Id Washington Wealth Management, LLC | Williamsport, PA | Mar 2022 - Mar 2023 | 1 |
| Minnesota Life Insurance Company | St Paul, MN | Jun 2020 - Mar 2022 | 1 |
| Securian Financial Services Inc. | St Paul, MN | Jun 2020 - Mar 2022 | 1 |
| American Wealth Strategy Group | Lancaster, PA | Jun 2020 - Mar 2022 | 1 |
| Santander Securities, LLC | Dorchester, MA | Jun 2018 - May 2020 | 1 |
| Santander Bank, Na | Boston, MA | Aug 2016 - May 2020 | 3 |
| Santander Securities, LLC | Dorchester, MA | Jul 2017 - Jun 2018 | < 1 |
| Unemployed | Lancaster, PA | May 2016 - Aug 2016 | < 1 |
| Slap Dough LLC | Lancaster, PA | Dec 2015 - May 2016 | < 1 |
| Unemployed | State College, PA | Oct 2015 - Dec 2015 | < 1 |
| Insomnia Cookies | State College, PA | May 2015 - Oct 2015 | < 1 |
| Pennsylvania State University | State College, PA | Aug 2014 - May 2015 | < 1 |
| Milton Hershey School | Hershey, PA | Jun 2014 - Aug 2014 | < 1 |
| Milton Hershey School | Hershey, PA | Aug 2004 - Jun 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- PA
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Total Assets Under Management10MILLIONS
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Total Number of Accounts84ACCOUNTS
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Average Account Value$117,251
- 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
- Selection of other advisers (including private fund managers)
PA
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