Unclaimed
David Warner is a Certified Financial Planner™ and Personal Financial Specialist™ with over 30 years of experience in the financial services industry. He is currently registered with Archer Investment Corporation, an independent registered investment advisor with offices in Carmel, Indiana, and Dalton, Ohio. David has a strong background in providing financial planning services to individuals, families, and businesses. David also offers a variety of investment management services, including portfolio management for individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/05/2018 - Present
Archer Investment Corp. (Dalton OH)
OH
07/09/2014 - 08/16/2017
HD VEST INVESTMENT SERVICES (Dalton OH)
OH
10/07/2010 - 12/31/2012
H.D. VEST INVESTMENT SERVICES (DALTON OH)
GA
03/23/2000 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
TX
07/27/1995 - 11/29/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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