DD
CFP
DD
CFP

David Darwish

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3838 Tamiami Trail N, Suite 201, Naples, FL, 34103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is an investment advisor representative at HBK Sorce Advisory, LLC, dedicating full-time hours to continuous investment services. He is also an agent at HBK Sorce Insurance LLC, spending about a quarter of his time as an insurance agent, and a registered representative with Purshe Kaplan Sterling Investments.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - Present · 17 yrs 1 mo
Hbks Wealth Advisors
February 2005 - Present · 21 yrs
Previous Registrations
Securities America, INC.Broker
September 2005 - January 2009 · 3 yrs 4 mos
Cap Pro Brokerage Services, INC.Broker
February 2005 - October 2005 · 8 mos
Morgan Stanley
October 2000 - February 2005 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 2000 - February 2005 · 4 yrs 4 mos
Vision Investment Services, INC.Broker
March 2000 - October 2000 · 7 mos
Northern Trust Securities, INC.Broker
November 1999 - October 2000 · 11 mos
Amsouth Investment Services, INC.Broker
February 1998 - November 1999 · 1 yr 9 mos
State Registrations24 states
ALCACOFLGAIAILKYMAMDMIMONCNJNYOHORPASCTNTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.