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David Allen Wampler

Moloney Securities Asset Management LLC

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About David Allen Wampler

David Wampler is a registered representative of Moloney Securities Asset Management LLC and has been in the financial industry since 1997. David is currently registered with the state of Texas and holds Series 7 and Series 66 licenses as well as the SIE exam. David has extensive experience in financial planning, portfolio management, and investment advisory services. David has also held previous positions at RBC Dain Rauscher Inc. and Dain Rauscher Incorporated.

Firm Information

David Wampler is currently registered with Moloney Securities Asset Management LLC. Moloney Securities Asset Management LLC is an investment advisor headquartered in Manchester, MO, with a focus on financial planning, pension consulting, and portfolio management for individuals, corporations, and charitable organizations. With over $1 billion - $10 billion in assets under management, the firm provides a variety of services including educational seminars, publication of periodicals, and selection of other advisors. Moloney Securities Asset Management LLC is registered with the SEC and has 48 licensed agents, 82 investment advisor representatives, and 78 investment advisory functions.
Moloney Securities Asset Management LLC

13537 BARRETT PARKWAY DRIVE, SUITE 300

MANCHESTER, MO 63021

$1.20B

Assets Under Management

480

Total Clients

80

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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David Wampler’s Registration & Firm History

TX

02/22/2016 - Present

Moloney Securities Asset Management LLC (KERRVILLE TX)

NY

03/02/1998 - 06/28/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

10/02/1997 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/15/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Allen Wampler. Review regulatory record here.
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