CFP

David Greene

23 Years of Experience

Falls Church, VA

1 Disclosure

David Greene is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,074 clients with $1.3B in assets under management.

Cjm Wealth Advisers, LTD.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,074 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$1.3B

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

The annual program fee is generally 1.00% but may be reduced at the discretion of CJM Wealth Advisers.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2008

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Cjm Wealth Advisers, LTD.

February 2006 - Present · 20 yrs 3 mos

Previous Registrations

Valmark Advisers, INC.

April 2002 - February 2006 · 3 yrs 10 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More financial advisors in Falls Church, VA →All financial advisors in Virginia →