Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Gearhart is an Investment Advisor Representative at Whitaker-Myers Wealth Managers, Ltd. David has been in the industry since June 2023. David holds a Series 65 license. David's firm provides investment advisory services to individuals, corporations, trusts, and other entities. Whitaker-Myers Wealth Managers, Ltd. is headquartered in Mansfield, Ohio. David's firm provides advisory services such as financial planning and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
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.
Selection of other advisers fees
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2
OH
04/02/2024 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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