Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Precourt is a registered representative at Vanguard Advisers, Inc. David has been in the industry for over 2 years, and has registrations in over 50 states. David is also a registered investment advisor in Pennsylvania and Texas. David holds the Series 63, Series 66, Series 7TO, and SIE licenses. David specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.
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.
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
07/08/2024 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 06/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Precourt is the right advisor for you? Invested Better is here to help.
