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David Alan Locher

CMS Wealth Management

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About David Alan Locher

David Alan Locher is a registered investment advisor representative with CMS Wealth Management. David has been a registered investment advisor for over 10 years and has extensive experience in the financial services industry. David is licensed in Pennsylvania and has a Series 7, 63, and 65 license. Prior to joining CMS Wealth Management, David worked for Hopper Soliday & Co., Inc., Philips, Appel & Walden, Inc., and Elkins & Co. David specializes in providing financial planning, portfolio management, and selection of other advisors. David is committed to providing his clients with personalized financial advice to help them reach their financial goals.

Firm Information

David Locher is currently registered with CMS Wealth Management. CMS Wealth Management is a wealth management firm located in WAYNE, PA. The firm has 3 licensed agents, 4 investment adviser representatives, and 4 registered representatives. It manages $358,219,935 in regulatory assets under management, primarily for high-net-worth individuals ($287,459,651), corporations or other businesses ($9,156,119), and individuals other than high-net-worth ($61,604,165). CMS Wealth Management provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm participates in wrap fee programs.
CMS Wealth Management

STRAFFORD BLDG FOUR, STE 300

WAYNE, PA 19087-3333

$358.22M

Assets Under Management

295

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Locher’s Registration & Firm History

PA

08/12/2010 - Present

CMS Wealth Management (WAYNE PA)

NA

08/23/1984 - 04/07/1987

HOPPER SOLIDAY & CO., INC.

NA

04/07/1983 - 08/31/1984

PHILIPS, APPEL & WALDEN, INC.

NA

10/24/1979 - 08/07/1981

ELKINS & CO.

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Licenses & Designations

IA

Issued 08/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alan Locher.
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