Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harreld is a financial advisor registered with Grove Point Advisors, LLC. David has been in the securities industry since December 20, 1982. David has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. David also represents insurance carriers as an agent for the sale of fixed insurance and fixed annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
GA
12/17/1996 - 03/18/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/25/1989 - 12/20/1996
BUCKHEAD FINANCIAL CORPORATION
NA
11/17/1987 - 11/10/1989
BERACHAH SECURITIES CORPORATION
NA
01/12/1987 - 11/18/1987
INVESTECH CAPITAL CORPORATION
NA
07/17/1986 - 01/28/1987
PLANVEST CAPITAL CORPORATION
NA
10/03/1985 - 08/12/1986
PILOT FINANCIAL SERVICES, INC.
NA
12/21/1982 - 10/15/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 12/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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