David DansbyCRD Number: 3123835
Current Firm: Janney Montgomery Scott LLC
David Dansby (CRD# 3123835) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 16 years of experience in the finance industry. David has taken additional exams to become a Certified Financial Planner (CFP®).
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Janney Montgomery Scott LLC||Washington, DC||Jul 1998 - Current||21|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||May 2000|
|S63||Uniform Securities State Law Examination||Jul 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management36,623MILLIONS
Total Number of Accounts135,416ACCOUNTS
Average Account Value$270,447
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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