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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arthur Will is a financial advisor in Allentown, PA. David has been in the financial services industry since 1998. David is currently registered with Captrust. Prior to that, David was with M HOLDINGS SECURITIES, INC., and VANGUARD MARKETING CORPORATION. David holds Series 6, Series 63 and Series 65 licenses, as well as the SIE designation. David has also earned the Chartered Financial Analyst designation. David specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David has a long history of experience and is committed to providing his clients with the highest quality financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/15/2015 - Present
Captrust (ALLENTOWN PA)
PA
02/26/2008 - 09/24/2018
M HOLDINGS SECURITIES, INC. (ALLENTOWN PA)
PA
10/15/1998 - 01/24/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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