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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sullivan Hart is an Investment Advisor Representative at Savant Wealth Management. David has been in the industry since May 2023, working at BMSS Wesson Wealth Solutions before joining Savant. David holds the Series 65 license. David specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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AL
09/05/2024 - Present
Savant Wealth Management (Huntsville AL)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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