Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen DeWitt is a financial advisor in SARASOTA, FL. David has been in the financial services industry for over 20 years. He is currently registered with IHT Wealth Management LLC and LPL Financial, LLC. David holds the Series 6 and Series 65 licenses. He specializes in working with high-net-worth individuals, corporations, and charitable organizations. David provides financial planning, portfolio management, and investment advisory services. David is also a Registered Investment Advisor (IAR) with IHT Wealth Management. David is committed to helping 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.
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.
Financial planning fees
1
2
FL
02/04/2019 - Present
IHT Wealth Management LLC (SARASOTA FL)
FL
08/17/2001 - 10/29/2018
VALIC FINANCIAL ADVISORS, INC. (VENICE FL)
FL
05/31/2007 - 06/19/2007
LINCOLN INVESTMENT PLANNING, INC. (LUTZ FL)
TX
08/17/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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