Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McCollum is a financial advisor with Truist Advisory Services, Inc. David has been in the financial services industry since 2006 and holds the Series 7, Series 66 and SIE licenses. Prior to joining Truist, David was a financial advisor at Wells Fargo Advisors, LLC and AXA Advisors, LLC. David's areas of expertise include financial planning, portfolio management for individuals and businesses. David provides a range of services, including financial planning, investment management, and wrap fee products. David also provides educational seminars and publications.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
01/13/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
FL
10/25/2013 - 01/29/2018
WELLS FARGO CLEARING SERVICES, LLC (EUSTIS FL)
GA
05/07/2013 - 10/28/2013
AXA ADVISORS, LLC (SAVANNAH GA)
GA
08/29/2007 - 05/17/2013
WELLS FARGO ADVISORS, LLC (SAVANNAH GA)
GA
04/11/2006 - 10/12/2006
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
BOTH
Issued 01/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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