Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Oliver Cashdollar is a financial advisor at Confluence Financial Partners. David has been in the industry for over 40 years. David has worked for several firms including Cetera Advisor Networks LLC, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Manulife Financial Securities LLC and Green Hill Financial Service Corporation. David is a Certified Financial Planner and has several licenses and registrations including Series 6, 7, 22, 24 and 63 licenses. David's firm, Confluence Financial Partners, is a registered investment advisor with the SEC and manages over $3 billion in assets. David focuses on providing financial planning services to individuals, families, businesses and charitable organizations.
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.
1
2
PA
08/29/2024 - Present
Confluence Financial Partners (Grove City PA)
PA
09/03/2013 - 08/29/2024
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GROVE CITY PA)
NY
01/25/1993 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
03/25/1992 - 04/16/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NA
11/20/1981 - 02/03/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 02/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Cashdollar is the right advisor for you? Invested Better is here to help.
