![David Harvey, financial advisor Johns Creek GA](/img/ws/profile-blank-sq.png)
David Harvey (CRD# 7249524) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
![Riley Stephenson, financial advisor Johns Creek GA](/img/ws/profile-blank-sq.png)
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ger Loftin Wealth Advisors, LLC | Cumming, GA | Apr 2020 - Current | 4 |
American Airlines | Dfw Airport, TX | Mar 1992 - Current | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- GA
-
Total Assets Under Management234MILLIONS
-
Total Number of Accounts1,440ACCOUNTS
-
Average Account Value$162,208
- 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
- Educational seminars/workshops
AL, CA, FL, GA, IN, LA, MI, NC, OK, PA, SC, TN, TX
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