Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Wash is a registered investment advisor representative with Hornor, Townsend & Kent, LLC. David has been in the industry since March 2003. David holds the Series 6, 7, 24, 63, and 65 licenses. David has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. David is also a licensed insurance agent and a Certified Public Accountant. David's practice focuses on providing investment advice to individuals and families.
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.
Trail commissions, distribution assistance fees
1
2
GA
07/29/2005 - Present
Hornor, Townsend & Kent, LLC (ROSWELL GA)
MA
03/03/2003 - 05/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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