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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 Cleveland is an investment advisor representative at Applied Capital LLC. David is registered with the state of Arkansas and Texas as an Investment Advisor Representative (IAR). David Cleveland has been in the financial services industry for over 6 years. David holds the Series 65 license, and has been licensed since 2022. Prior to joining Applied Capital LLC, David Cleveland worked as a CPA in Hot Springs, Arkansas. David Cleveland focuses on financial planning and portfolio management services for both individuals and high-net-worth 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.
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.
A percentage of the total value of assets under management is charged.
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AR
09/22/2022 - Present
Applied Capital LLC (LITTLE ROCK AR)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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