Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Polhill is a financial advisor with Latitude Advisors, LLC, a registered investment advisor. David has been in the financial industry since 2001 and is a Certified Public Accountant (CPA). David's previous experience includes working as an advisor for GWN Securities Inc. and Medallions Investment Services, Inc.. David has a Series 6 and Series 65 license. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals and small businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
FL
11/20/2009 - Present
Latitude Advisors, LLC (VERO BEACH FL)
FL
11/03/2009 - 12/31/2010
GWN SECURITIES INC. (MELBOURNE FL)
MD
03/05/2001 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Polhill is the right advisor for you? Invested Better is here to help.
