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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 Leo Smidebush is an Investment Advisor Representative with Titleist Asset Management, LLC. David is registered with the state of Texas. David has 1 state exam, Series 65, and has been active in the financial services industry since February 2020. David's firm, Titleist Asset Management, is located in San Antonio, TX and has been in business since 2011. The firm serves both individual and corporate clients and has over $1.9 billion in assets under management. David has a focus on financial planning, pension consulting, and selecting other advisors for clients.
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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OH
04/20/2023 - Present
Titleist Asset Management, LLC (Mason OH)
IA
Issued 03/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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