David Black (CRD# 7509312) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Salem, OR and has over 2 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Wealth Consultants, Inc. | Salem, OR | Feb 2022 - Current | 2 |
| Oregon Department Of Revenue | Salem, OR | Oct 2020 - Feb 2022 | 1 |
| Oregon Department Of Revenue | Salem, OR | Nov 2018 - Oct 2020 | 1 |
| Retireready Solutions | Dallas, OR | Feb 2016 - Nov 2018 | 2 |
| Ideas | Littleton, CO | Jul 2014 - Feb 2016 | 1 |
| Sim | Charlotte, NC | Jul 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- OR
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts1,039ACCOUNTS
-
Average Account Value$196,191
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
FL, NC, NJ, OR, PA, TN, TX, VA, WV
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