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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 Michael Thome is a financial advisor currently registered with Fiducient Advisors LLC. David has been in the industry since 2004 and holds the Series 66, Series 7, and SIE exams. David is also a Certified Financial Planner. David's previous employment history includes positions with firms such as Morgan Stanley, PURSHE KAPLAN STERLING INVESTMENTS, Orion Investment Advisors, and SunTrust Investment Services, Inc.
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.
Investment consulting for individuals and non profit organizations
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.
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VA
03/22/2018 - Present
Fiducient Advisors LLC (MCLEAN VA)
VA
01/15/2016 - 06/16/2017
PURSHE KAPLAN STERLING INVESTMENTS (McLean VA)
MD
02/14/2012 - 02/01/2016
MORGAN STANLEY (BETHESDA MD)
MD
12/17/2008 - 01/30/2012
SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)
VA
05/29/2007 - 12/20/2008
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON VA)
VA
08/23/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (ALEXANDRIA VA)
VA
04/15/2004 - 08/16/2006
SUNTRUST INVESTMENT SERVICES, INC. (FAIRFAX VA)
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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