David KoltsCRD Number: 4909760
Current Firm: Pegasus Wealth Management
David Kolts (CRD# 4909760) is an Investment Advisor Representative working at Pegasus Wealth Management in Richmond, TX and has over 17 years of experience in the finance industry. David Kolts 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Pegasus Wealth Management||Richmond, TX||Oct 2017 - Current||5|
|Allied Insurance Agency||Richmond, TX||Feb 2017 - Current||5|
|Marcus S. Wilson, Broker||Richmond, TX||Sep 2016 - Current||6|
|Irs||Houston, TX||Jun 2016 - Current||6|
|Sbdc||Bay City, TX||Jun 2016 - Current||6|
|David B. Kolts, Cpa, Pllc||Richmond, TX||Dec 2014 - Current||8|
|H.d. Vest Advisory Services||Richmond, TX||Mar 2013 - Aug 2016||3|
|Hd Vest Investment Services||Richmond, TX||Jun 2010 - Aug 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management1MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$150,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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