Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Karp is an investment advisor representative registered with Cresset Asset Management, LLC. David has been in the industry since 1995. David previously worked at Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is a registered investment advisor representative in Texas and Virginia.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/16/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
VA
07/29/2011 - 03/10/2016
HIGHTOWER SECURITIES, LLC (RESTON VA)
DC
12/05/1997 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
NY
03/15/1995 - 12/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Karp is the right advisor for you? Invested Better is here to help.
