Unclaimed
David Alan Sprenkle has been a Registered Representative since 1990 and has worked for several well-known firms including Janney Montgomery Scott LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is currently affiliated with Raymond James Financial Services Advisors, Inc. and provides financial advice through 1792 Wealth Advisors and Sprenkle Wealth Management LLC. David specializes in advising a broad range of clients including individuals, families, businesses, corporations, trusts, institutions, insurance companies, pension plans, and charitable organizations. David holds Series 63 and Series 7 registrations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
03/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
PA
02/20/2009 - 04/08/2022
JANNEY MONTGOMERY SCOTT LLC (YORK PA)
PA
02/21/2006 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (YORK PA)
MD
08/20/1992 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/20/1990 - 07/31/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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