Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Nicewarner is an Investment Advisor Representative at Grove Point Advisors, LLC, a firm with a long history in the financial industry. David has been in the industry since 1995 and has a strong background in financial planning and portfolio management. David's expertise extends beyond financial advising, as he also operates his own Certified Public Accountant (CPA) firm. He is committed to providing comprehensive and personalized financial services to individuals, families, and businesses. David holds licenses to practice in multiple states, including Florida, Maryland, and Virginia. He is a dedicated professional who strives to help his clients achieve their financial goals.
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.
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.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
GA
01/01/1996 - 11/04/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/12/1995 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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