Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Workman is a financial advisor registered in Ohio and Texas. David is a Certified Financial Planner and has been working in the industry since August 2008. David has experience working for The Asset Advisory Group, Inc. and Mercer Global Advisors Inc. David currently works for Mercer Global Advisors Inc., where he specializes in Retirement planning, Education planning, Insurance planning, Estate planning, and Financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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OH
10/31/2022 - Present
Mercer Global Advisors Inc. (Cincinnati OH)
Active
Inactive
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