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David Lane Middleton

Middleton Advisory

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About David Lane Middleton

David Middleton is a financial advisor registered with Middleton Advisory in Bethesda, Maryland. David has been in the industry since 2007 and has experience working with individual and institutional investors. David provides financial planning, portfolio management, and pension consulting services. David is a Certified Financial Planner (CFP) and holds Series 65, 66, and 7 licenses. David has experience working with both individual and institutional clients. David is committed to providing personalized service and helping clients achieve their financial goals.

Firm Information

David Middleton is currently registered with Middleton Advisory. Middleton Advisory is an investment advisory firm located in the United States. They provide a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They serve a mix of individuals and charitable organizations, with a total of 40 accounts and approximately $20 million in assets under management.

$20.00M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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David Middleton’s Registration & Firm History

MD

01/06/2024 - Present

Middleton Advisory (BETHESDA MD)

MD

12/07/2007 - 10/08/2010

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 12/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lane Middleton.
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