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David Arden Emery

Planning Capital Management Corp.

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About David Arden Emery

David Emery is a financial advisor with Planning Capital Management Corp. David has been in the financial services industry since 2002 and is registered to provide investment advice in Pennsylvania. David's practice focuses on providing financial planning and portfolio management services to individuals and families. David's experience includes working with clients at Cambridge Investment Research, Inc. and Univest Investments, Inc. David is a Certified Financial Planner and has a Master's degree in Business Administration from Temple University.

Firm Information

David Emery is currently registered with Planning Capital Management Corp.. Planning Capital Management Corp. is a Pennsylvania-based Registered Investment Advisor (RIA) with approximately $313,253,709 in regulatory assets under management (AUM). The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer selection of other advisors and portfolio management for businesses. The firm has a presence on LinkedIn, Facebook, YouTube, and Twitter.
Planning Capital Management Corp.

1500 E. LANCASTER AVE.

PAOLI, PA 19301

$313.25M

Assets Under Management

10

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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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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percentage of assets

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

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David Emery’s Registration & Firm History

PA

03/31/2021 - Present

Planning Capital Management Corp. (PAOLI PA)

PA

08/16/2011 - 07/03/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)

PA

05/06/2005 - 08/05/2011

UNIVEST INVESTMENTS, INC. (SOUDERTON PA)

PA

10/11/2002 - 04/13/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BOTH

Issued 12/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Arden Emery.
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