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David George Szabo

Wealth PRO Advisors, Inc.

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About David George Szabo

David Szabo is a financial advisor with over 20 years of experience in the industry. David is currently registered with Wealth PRO Advisors, Inc. and is located in Sarasota, FL. David has a broad range of experience, having previously worked with Trustmont Financial Group, Inc. and Securities Service Network, Inc. David has a strong background in financial planning and portfolio management.

Firm Information

David Szabo is currently registered with Wealth PRO Advisors, Inc.. Wealth PRO Advisors, Inc. is an investment advisor based in Sarasota, FL. They have 2 investment adviser representatives and 1 licensed agent and manage approximately $273.14 million in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses and high-net-worth individuals.
Wealth PRO Advisors, Inc.

2381 FRUITVILLE ROAD

SARASOTA, FL 34237

$273.14M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Szabo’s Registration & Firm History

FL

02/07/2020 - Present

Wealth PRO Advisors, Inc. (SARASOTA FL)

FL

06/10/2004 - 04/24/2014

TRUSTMONT FINANCIAL GROUP, INC. (UNIVERSITY PARK FL)

TN

04/09/2002 - 06/07/2004

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

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Licenses & Designations

BC

Issued 05/22/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David George Szabo.
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