Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Faith is an active investment advisor representative. John David is registered in 15 states and has been in the industry since March 1998. John David currently works for Raymond James Financial Services Advisors, Inc. located in Spribgfield, VA. John David has previously worked at several other firms, including Chevy Chase Financial Services, United Brokerage Services, Inc, Wachovia Securities, LLC, and PFS Investments Inc.. John David has passed exams for Series 6, 7, 63, 65, and the SIE. John David specializes in helping individuals, businesses, corporations, pension plans, insurance companies, banking or thrift institutions, and charitable organizations. John David provides financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. John David is also active in the community and serves as a financial advisor for Atlantic Union Bank and Atlantic Union Financial Consultants, LLC/AUB Wealth Management.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Spribgfield VA)
MD
09/22/2005 - 05/30/2008
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
WV
10/21/2004 - 09/20/2005
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
MO
07/11/2003 - 10/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
08/11/1998 - 07/02/2003
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
GA
10/06/1997 - 04/07/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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