Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lafferty is an investment advisor representative, currently registered in Pennsylvania. He has a background in finance and holds Series 6, 7, 22, and 63 licenses. David is a Certified Financial Planner and has experience in a variety of financial services. His current firm, Wescott Financial Advisory Group LLC, has a wide range of clients, including individuals, corporations, and charitable organizations. He has been with Wescott Financial Advisory Group LLC since 2000.
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.
Asset allocation, family office solution services
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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2
PA
05/03/2001 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
NY
09/03/1997 - 04/10/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/03/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
02/21/1989 - 01/01/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/21/1989 - 01/01/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
PA
07/22/1988 - 02/22/1989
PHILADELPHIA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
NA
09/09/1987 - 07/22/1988
PHILADELPHIA FINANCIAL ADVISORS, INC.
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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