Unclaimed
David Michael Arthur is an investment advisor representative registered with Curi RMB Capital, LLC. David Arthur is also registered as an investment advisor representative in North Carolina and Texas. David Arthur has a total of 0 state exams, 0 product exams and 0 principal exams. David Arthur has the Chartered Financial Analyst designation. David Arthur has been in the industry since 2008 and previously worked at Park Ridge Asset Management, LLC and Curi Capital. David Arthur currently works at Curi RMB Capital LLC and their office location is in Raleigh, NC.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
01/22/2024 - Present
Curi RMB Capital, LLC (Raleigh NC)
Active
Inactive
Not sure David Arthur is the right advisor for you? Invested Better is here to help.