linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Philip Francis

Bartlett & Co. Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Philip Francis

David Philip Francis is an investment advisor representative at Bartlett & Co. Wealth Management LLC. He has been registered with the state of Ohio since April 30, 2018. Francis has been in the financial industry since January 1990. He has been with Bartlett & Co. since February 2012. Previously, Francis worked at Legg Mason Wood Walker, Incorporated and Hibbard Brown & Co., Inc. Francis holds the Series 7 license. Bartlett & Co. Wealth Management LLC is a registered investment advisor with the SEC. The firm has approximately $8.4 billion in assets under management. Bartlett & Co. Wealth Management LLC provides investment advice to individuals, corporations, and charitable organizations. The firm offers a variety of investment services, including portfolio management, financial planning, and insurance solutions.

Firm Information

David Francis is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Francis’s Registration & Firm History

OH

04/30/2018 - Present

Bartlett & Co. Wealth Management LLC (Cincinatti OH)

MD

01/10/1996 - 12/06/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

01/31/1990 - 01/10/1996

BARTLETT & CO.

NY

10/19/1988 - 01/05/1989

HIBBARD BROWN & CO., INC. (NEW YORK NY)

Not sure if David Philip Francis is right for you?

Licenses & Designations

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Philip Francis.
Not sure if David Philip Francis is right for you?