Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clarken is a financial advisor at FWI Wealth Management LLC. David has been in the industry for over 10 years and holds both Series 7 and Series 63 licenses. David has experience working with both high-net-worth individuals and other clients. David offers financial planning, portfolio management, and educational seminars. David is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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GA
03/06/2014 - Present
FWI Wealth Management LLC (Atlanta GA)
GA
01/06/2014 - 01/24/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
02/08/2011 - 04/03/2013
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
09/29/2010 - 01/07/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
FL
08/07/2000 - 04/17/2006
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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