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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Horner Wolfe is an Investment Advisor Representative with Acumen Wealth Advisors, LLC. David has been with Acumen Wealth Advisors since 2021. Previously, David worked with HHM CPAs, TVA, and Comcast Spotlight. David has been in the financial industry since 2013 and is currently registered with the state of Tennessee. David specializes in working with clients seeking financial planning, portfolio management, and pension consulting. David has a strong understanding of investment strategies and provides customized solutions to help 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.
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TN
06/28/2022 - Present
Acumen Wealth Advisors, LLC (CHATTANOOGA TN)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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