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David Staples

Salomon AND Ludwin

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About David Staples

David Staples is a financial advisor with Salomon AND Ludwin, LLC based in Richmond, VA. David has been in the financial services industry for over 8 years and has a strong track record of providing investment advice to individuals and families. David is a Certified Financial Planner and holds Series 7, Series 66 and SIE licenses. Before joining Salomon AND Ludwin, LLC David was a financial advisor at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. David specializes in portfolio management for individuals and financial planning. David provides personalized financial planning services to help clients achieve their financial goals. David is committed to providing his clients with the highest level of service and expertise.

Firm Information

David Staples is currently registered with Salomon AND Ludwin. Salomon AND Ludwin is an investment advisor with offices in RICHMOND, VA. They have approximately $1 billion - $10 billion in assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning, educational seminars, and portfolio management for individuals.
Salomon AND Ludwin

1401 GASKINS ROAD

RICHMOND, VA 23238

$1.71B

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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David Staples’s Registration & Firm History

VA

04/10/2018 - Present

Salomon AND Ludwin (RICHMOND VA)

VA

11/15/2010 - 04/04/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)

VA

07/24/2009 - 10/25/2010

WELLS FARGO ADVISORS, LLC (WILLIAMSBURG VA)

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Licenses & Designations

BOTH

Issued 09/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Staples.
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