Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Trenner is a Certified Financial Planner® and an Investment Advisor Representative associated with D'orazio & Associates, Inc.. David has been with the firm since June 2012. David is registered with the state of Virginia and Texas. David specializes in financial planning and portfolio management for individuals and high-net-worth individuals. D'orazio & Associates, Inc. has been in business since 1986 and has 7 investment advisor representatives. The firm manages over $1.3 billion in assets for over 1,800 clients.
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.
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.
Percentage of retirement plan consulting assets
1
2
VA
05/29/2013 - Present
D'orazio & Associates, Inc. (FALLS CHURCH VA)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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