Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cornelius? Claim Your ProfileCornelius James David is an Investment Advisor Representative with David Wealth Management, LLC, located in Fairfax, Virginia. Cornelius is a Certified Financial Planner and has been in the industry since March 2020. Cornelius has experience working with individuals, corporations, and charitable organizations. Cornelius also has experience with financial planning and portfolio management. In addition to his work with David Wealth Management, LLC, Cornelius is also an academic coach and tutor support provider for Private Prep.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
08/20/2020 - Present
David Wealth Management, LLC (FAIRFAX VA)
IA
Issued 08/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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